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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 | $12,108 | $180,459-93.3% | $154,108-92.1% | $135,380-91.1% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | -12.42% | 888.21%-900.6pp | 735.21%-747.6pp | 519.81%-532.2pp |
| Employer contribution / active EE | $1,562 | $6,035-74.1% | $5,298-70.5% | $4,779-67.3% |
| Participant deferral / active EE | $3,671 | $5,806-36.8% | $5,081-27.7% | $5,609-34.5% |
| Admin fee / account holder | $79 | $16,145-99.5% | $13,411-99.4% | $10,828-99.3% |