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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,406 | $138,076-95.4% | $123,553-94.8% | $135,380-95.3% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | -20.96% | 153.70%-174.7pp | 119.21%-140.2pp | 519.81%-540.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,363 | $6,800-65.3% | $6,426-63.2% | $5,609-57.9% |
| Admin fee / account holder | $236 | $10,917-97.8% | $9,284-97.5% | $10,828-97.8% |