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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 | $1,801 | $158,852-98.9% | $121,220-98.5% | $135,379-98.7% |
| Participation rate | 25.0% | 79.3%-54.3pp | 71.8%-46.8pp | 82.6%-57.6pp |
| Annual return | -16.59% | -0.64%-15.9pp | 16.94%-33.5pp | 519.79%-536.4pp |
| Employer contribution / active EE | $116 | $5,666-98.0% | $4,023-97.1% | $4,779-97.6% |
| Participant deferral / active EE | $116 | $4,006-97.1% | $3,345-96.5% | $5,609-97.9% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |