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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 | $0 | $96,388-100.0% | $80,627-100.0% | $139,466-100.0% |
| Participation rate | 14.3% | 73.6%-59.4pp | 67.0%-52.7pp | 80.3%-66.0pp |
| Annual return | -100.00% | 1352.08%-1452.1pp | 936.76%-1036.8pp | 373.66%-473.7pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $5,224-100.0% | $4,443-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |