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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 | $790 | $65,125-98.8% | $143,797-99.5% | $66,949-98.8% |
| Participation rate | 1.0% | 65.2%-64.2pp | 80.3%-79.3pp | 69.8%-68.9pp |
| Annual return | -20.04% | -11.13%-8.9pp | -0.04%-20.0pp | 1.57%-21.6pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $503-100.0% | $14,679-100.0% | $594-100.0% |