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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 | $264 | $69,118-99.6% | $53,647-99.5% | $138,895-99.8% |
| Participation rate | 27.3% | 64.0%-36.7pp | 56.3%-29.0pp | 79.9%-52.6pp |
| Annual return | -12.19% | 248.26%-260.5pp | 358.33%-370.5pp | 145.39%-157.6pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $243 | $2,274-89.3% | $1,813-86.6% | $6,396-96.2% |
| Admin fee / account holder | $159 | $2,724-94.2% | $2,460-93.6% | $12,562-98.7% |