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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 | $873 | $158,852-99.5% | $121,220-99.3% | $135,380-99.4% |
| Participation rate | 60.0% | 79.3%-19.3pp | 71.8%-11.8pp | 82.6%-22.6pp |
| Annual return | -113.66% | -0.64%-113.0pp | 16.94%-130.6pp | 519.81%-633.5pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,122 | $4,006-72.0% | $3,345-66.5% | $5,609-80.0% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |