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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 | $644 | $124,351-99.5% | $109,188-99.4% | $167,553-99.6% |
| Participation rate | 15.4% | 79.4%-64.1pp | 75.9%-60.5pp | 82.1%-66.7pp |
| Annual return | -21.65% | 26.04%-47.7pp | 25.76%-47.4pp | 478.89%-500.5pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $215 | $7,975-97.3% | $6,755-96.8% | $12,316-98.3% |