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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 | $199 | $29,733-99.3% | $56,025-99.6% | $80,959-99.8% |
| Participation rate | 17.5% | 41.7%-24.2pp | 52.5%-35.0pp | 67.7%-50.1pp |
| Annual return | 5.86% | 35.28%-29.4pp | 1712.69%-1706.8pp | 35.67%-29.8pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $1,229-100.0% | $1,955-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |