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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 | $1,709 | $27,936-93.9% | $58,561-97.1% | $75,173-97.7% |
| Participation rate | 1.3% | 38.8%-37.6pp | 50.9%-49.6pp | 67.2%-65.9pp |
| Annual return | 13.40% | 44.21%-30.8pp | 4251.33%-4237.9pp | 160.72%-147.3pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,923-100.0% | $4,126-100.0% |
| Admin fee / account holder | $16 | $1,727-99.1% | $2,520-99.4% | $5,651-99.7% |