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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 | $427 | $72,465-99.4% | $67,575-99.4% | $145,884-99.7% |
| Participation rate | 6.3% | 76.9%-70.6pp | 72.9%-66.7pp | 80.3%-74.1pp |
| Annual return | 2.89% | 7222.56%-7219.7pp | 3528.98%-3526.1pp | 551.85%-549.0pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,786-100.0% | $4,003-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $5,515-100.0% | $3,993-100.0% | $13,392-100.0% |