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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 | $758 | $75,832-99.0% | $147,618-99.5% | $59,633-98.7% |
| Participation rate | 13.5% | 71.6%-58.1pp | 84.6%-71.2pp | 68.7%-55.2pp |
| Annual return | -3.19% | 0.37%-3.6pp | 61.98%-65.2pp | 2041.40%-2044.6pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $39 | $5,986-99.4% | $11,612-99.7% | $4,297-99.1% |