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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 | $591 | $67,823-99.1% | $52,425-98.9% | $137,256-99.6% |
| Participation rate | 55.6% | 63.9%-8.4pp | 55.6%-0.1pp | 80.0%-24.4pp |
| Annual return | -14.92% | 219.11%-234.0pp | 302.12%-317.0pp | 220.34%-235.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $395 | $2,288-82.7% | $1,790-78.0% | $6,407-93.8% |
| Admin fee / account holder | $63 | $2,844-97.8% | $2,495-97.5% | $12,270-99.5% |