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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 | $12,189 | $135,645-91.0% | $110,243-88.9% | $135,380-91.0% |
| Participation rate | 0.0% | 83.5%-83.5pp | 79.8%-79.8pp | 82.6%-82.6pp |
| Annual return | -17.28% | 513.24%-530.5pp | 314.76%-332.0pp | 519.81%-537.1pp |
| Employer contribution / active EE | $3,236 | $4,907-34.1% | $3,827-15.4% | $4,779-32.3% |
| Participant deferral / active EE | $3,236 | $5,507-41.2% | $4,672-30.8% | $5,609-42.3% |
| Admin fee / account holder | $284 | $11,458-97.5% | $8,548-96.7% | $10,828-97.4% |