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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 | $127 | $198,457-99.9% | $170,435-99.9% | $147,586-99.9% |
| Participation rate | 21.1% | 88.0%-66.9pp | 83.6%-62.5pp | 82.8%-61.8pp |
| Annual return | -111.43% | 257.30%-368.7pp | 205.94%-317.4pp | 578.59%-690.0pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,405 | $5,629-57.3% | $4,939-51.3% | $5,439-55.8% |
| Admin fee / account holder | $174 | $16,852-99.0% | $13,881-98.7% | $10,886-98.4% |