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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 | $284 | $210,908-99.9% | $153,643-99.8% | $145,884-99.8% |
| Participation rate | 40.0% | 82.1%-42.1pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | -99.68% | 13.46%-113.1pp | 15.71%-115.4pp | 551.85%-651.5pp |
| Employer contribution / active EE | $0 | $6,055-100.0% | $5,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $7,976-100.0% | $6,754-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $19,477-100.0% | $12,739-100.0% | $13,392-100.0% |