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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 | $724 | $73,848-99.0% | $143,799-99.5% | $68,486-98.9% |
| Participation rate | 5.3% | 66.7%-61.4pp | 80.3%-75.1pp | 67.9%-62.6pp |
| Annual return | -31.69% | 0.91%-32.6pp | -0.04%-31.6pp | -7.85%-23.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $186 | $5,755-96.8% | $14,677-98.7% | $5,404-96.6% |