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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 | $416 | $51,638-99.2% | $129,406-99.7% | $80,959-99.5% |
| Participation rate | 54.8% | 56.9%-2.1pp | 69.6%-14.8pp | 67.7%-12.8pp |
| Annual return | -19.72% | 20.78%-40.5pp | 9468.18%-9487.9pp | 35.67%-55.4pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,300-100.0% |
| Admin fee / account holder | $165 | $4,313-96.2% | $7,689-97.9% | $6,925-97.6% |