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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 | $156 | $53,063-99.7% | $124,206-99.9% | $82,637-99.8% |
| Participation rate | 60.7% | 58.4%+2.3pp | 69.6%-8.9pp | 68.1%-7.3pp |
| Annual return | -4.50% | 68.87%-73.4pp | 515.27%-519.8pp | 53.51%-58.0pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,968-100.0% | $4,126-100.0% |
| Admin fee / account holder | $30 | $4,281-99.3% | $5,929-99.5% | $7,339-99.6% |