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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 | $227,291-99.4% | $214,702-99.3% | $155,188-99.1% |
| Participation rate | 16.7% | 88.0%-71.3pp | 87.5%-70.8pp | 80.8%-64.1pp |
| Annual return | -0.82% | 60.08%-60.9pp | 54.55%-55.4pp | 148.84%-149.7pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $12 | $20,413-99.9% | $19,830-99.9% | $14,480-99.9% |