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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 | $75 | $37,446-99.8% | $77,513-99.9% | $79,852-99.9% |
| Participation rate | 29.4% | 41.5%-12.1pp | 54.2%-24.8pp | 69.6%-40.2pp |
| Annual return | -20.52% | 39.76%-60.3pp | 54.81%-75.3pp | 31.72%-52.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $1,261-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $26 | $2,506-99.0% | $2,859-99.1% | $5,306-99.5% |