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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 | $283 | $334,829-99.9% | $152,093-99.8% | - |
| Participation rate | 36.4% | 49.1%-12.7pp | 77.8%-41.4pp | - |
| Annual return | -34.86% | 11.73%-46.6pp | 66.36%-101.2pp | - |
| Employer contribution / active EE | $0 | $938-100.0% | $4,175-100.0% | - |
| Participant deferral / active EE | $0 | $1,779-100.0% | $5,451-100.0% | - |
| Admin fee / account holder | $212 | $73,095-99.7% | $14,497-98.5% | - |