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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 | $2,002 | $209,422-99.0% | $178,503-98.9% | $158,982-98.7% |
| Participation rate | 0.0% | 86.4%-86.4pp | 81.9%-81.9pp | 82.0%-82.0pp |
| Annual return | -285.60% | 188.81%-474.4pp | 151.12%-436.7pp | 302.99%-588.6pp |
| Employer contribution / active EE | $2,661 | $5,707-53.4% | $5,011-46.9% | $4,763-44.1% |
| Participant deferral / active EE | $7,086 | $5,955+19.0% | $5,202+36.2% | $5,983+18.4% |
| Admin fee / account holder | $79 | $17,079-99.5% | $13,987-99.4% | $11,252-99.3% |