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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 | $2,653 | $129,959-98.0% | $104,301-97.5% | $134,532-98.0% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | -256.41% | 42.04%-298.5pp | 24.61%-281.0pp | 418.27%-674.7pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,388 | $5,589-75.2% | $4,626-70.0% | $6,401-78.3% |
| Admin fee / account holder | $7 | $9,325-99.9% | $7,340-99.9% | $11,429-99.9% |