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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 | $257 | $96,491-99.7% | $75,894-99.7% | $152,885-99.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.3%-19.3pp | 82.5%-32.5pp |
| Annual return | -25.94% | 33.98%-59.9pp | 30.76%-56.7pp | 345.39%-371.3pp |
| Employer contribution / active EE | $0 | $3,310-100.0% | $2,501-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $171 | $8,079-97.9% | $5,420-96.8% | $11,598-98.5% |