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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 | $784 | $97,732-99.2% | $83,831-99.1% | $135,380-99.4% |
| Participation rate | 28.6% | 80.0%-51.4pp | 76.1%-47.6pp | 82.6%-54.1pp |
| Annual return | -11.22% | 1287.56%-1298.8pp | 850.99%-862.2pp | 519.81%-531.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |