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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 | $67,823-99.6% | $52,425-99.5% | $137,256-99.8% |
| Participation rate | 27.3% | 63.9%-36.6pp | 55.6%-28.4pp | 80.0%-52.7pp |
| Annual return | -12.19% | 219.11%-231.3pp | 302.12%-314.3pp | 220.34%-232.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $243 | $2,288-89.4% | $1,790-86.4% | $6,407-96.2% |
| Admin fee / account holder | $159 | $2,844-94.4% | $2,495-93.6% | $12,270-98.7% |