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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 | $6 | $101,063-100.0% | $81,473-100.0% | $147,586-100.0% |
| Participation rate | 33.3% | 74.5%-41.1pp | 68.0%-34.6pp | 82.8%-49.5pp |
| Annual return | -406.06% | 32.41%-438.5pp | 38.78%-444.8pp | 578.59%-984.6pp |
| Employer contribution / active EE | $942 | $3,206-70.6% | $2,568-63.3% | $4,876-80.7% |
| Participant deferral / active EE | $2,042 | $4,242-51.9% | $3,537-42.3% | $5,439-62.5% |
| Admin fee / account holder | $21 | $5,812-99.6% | $4,561-99.5% | $10,886-99.8% |