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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 | $1,398 | $212,386-99.3% | $199,883-99.3% | $138,895-99.0% |
| Participation rate | 16.7% | 87.4%-70.7pp | 86.8%-70.1pp | 79.9%-63.3pp |
| Annual return | -0.82% | 47.75%-48.6pp | 43.81%-44.6pp | 145.39%-146.2pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $12 | $18,233-99.9% | $17,268-99.9% | $12,562-99.9% |