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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 | $680 | $185,856-99.6% | $170,028-99.6% | $139,456-99.5% |
| Participation rate | 14.3% | 87.8%-73.5pp | 87.0%-72.7pp | 80.3%-66.0pp |
| Annual return | -99.83% | 60.52%-160.3pp | 53.39%-153.2pp | 373.45%-473.3pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $11,623-100.0% | $10,409-100.0% | $6,711-100.0% |
| Admin fee / account holder | $60 | $15,387-99.6% | $12,820-99.5% | $11,407-99.5% |