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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 | $727 | $76,522-99.1% | $56,033-98.7% | $145,884-99.5% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 3.93% | 3014.28%-3010.3pp | 1711.38%-1707.4pp | 551.85%-547.9pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $317 | $2,624-87.9% | $1,954-83.8% | $6,690-95.3% |
| Admin fee / account holder | $171 | $3,328-94.9% | $2,827-94.0% | $13,392-98.7% |