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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 | $1,657 | $45,312-96.3% | $86,233-98.1% | $67,986-97.6% |
| Participation rate | 0.5% | 42.4%-41.9pp | 69.0%-68.5pp | 57.2%-56.7pp |
| Annual return | 9.16% | 24.79%-15.6pp | 61.39%-52.2pp | 31.67%-22.5pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $0 | $2,185-100.0% | $4,559-100.0% | $3,358-100.0% |
| Admin fee / account holder | $7 | $3,295-99.8% | $8,342-99.9% | $3,203-99.8% |