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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 | $1,826 | $39,028-95.3% | $80,741-97.7% | $85,847-97.9% |
| Participation rate | 2.2% | 41.6%-39.3pp | 54.2%-51.9pp | 69.3%-67.1pp |
| Annual return | 11.21% | 26.31%-15.1pp | 87.30%-76.1pp | 318.61%-307.4pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $1,326-100.0% | $2,145-100.0% | $3,952-100.0% |
| Admin fee / account holder | $17 | $2,429-99.3% | $3,380-99.5% | $6,261-99.7% |