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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 | $911 | $100,792-99.1% | $86,691-98.9% | $134,509-99.3% |
| Participation rate | 10.0% | 78.9%-68.9pp | 76.6%-66.6pp | 81.2%-71.2pp |
| Annual return | -27.67% | 29.08%-56.7pp | 35.94%-63.6pp | 418.13%-445.8pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $158 | $10,924-98.6% | $7,492-97.9% | $11,427-98.6% |