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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 | $326 | $63,703-99.5% | $93,063-99.6% | $82,448-99.6% |
| Participation rate | 46.2% | 63.8%-17.7pp | 72.1%-26.0pp | 68.1%-21.9pp |
| Annual return | 6.98% | -775.43%+782.4pp | 34.15%-27.2pp | 41.64%-34.7pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,958-100.0% | $4,139-100.0% |
| Admin fee / account holder | $32 | $5,982-99.5% | $6,033-99.5% | $7,234-99.6% |