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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 | $217 | $29,736-99.3% | $56,033-99.6% | $80,935-99.7% |
| Participation rate | 25.0% | 41.7%-16.7pp | 52.5%-27.5pp | 67.7%-42.7pp |
| Annual return | 7.76% | 35.28%-27.5pp | 1711.38%-1703.6pp | 35.66%-27.9pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1 | $2,434-100.0% | $2,827-100.0% | $6,924-100.0% |