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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 | $0 | $32,117-100.0% | $71,089-100.0% | $64,173-100.0% |
| Participation rate | 44.0% | 42.7%+1.3pp | 54.6%-10.6pp | 69.6%-25.6pp |
| Annual return | -110.07% | -5.57%-104.5pp | 650.65%-760.7pp | 7.63%-117.7pp |
| Employer contribution / active EE | $459 | $712-35.5% | $1,088-57.8% | $2,381-80.7% |
| Participant deferral / active EE | $943 | $1,263-25.4% | $1,873-49.7% | $3,470-72.8% |
| Admin fee / account holder | $76 | $2,759-97.3% | $3,082-97.5% | $4,887-98.5% |