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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 | $868 | $90,320-99.0% | $59,496-98.5% | $125,389-99.3% |
| Participation rate | 22.2% | 68.3%-46.1pp | 54.6%-32.3pp | 83.2%-61.0pp |
| Annual return | -20.37% | 369.13%-389.5pp | 182.05%-202.4pp | 282.24%-302.6pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $1,153-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $36 | $2,716-98.7% | $1,829-98.0% | $5,352-99.3% |
| Admin fee / account holder | $171 | $3,063-94.4% | $2,232-92.3% | $9,541-98.2% |