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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 | $53 | $140,944-100.0% | $112,236-100.0% | $139,427-100.0% |
| Participation rate | 50.0% | 79.2%-29.2pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | -99.95% | 32.71%-132.7pp | 30.20%-130.1pp | 373.27%-473.2pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $5,876-100.0% | $4,799-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,749-100.0% | $11,404-100.0% |