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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 | $153 | $53,204-99.7% | $155,556-99.9% | $200,096-99.9% |
| Participation rate | 1.7% | 64.1%-62.4pp | 78.2%-76.5pp | 72.0%-70.3pp |
| Annual return | -37.01% | 41.02%-78.0pp | 64.84%-101.8pp | 34.26%-71.3pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,631-100.0% | $5,090-100.0% |
| Admin fee / account holder | $129 | $186-30.7% | $15,885-99.2% | $269-52.2% |