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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 | $1,491 | $27,243-94.5% | $52,425-97.2% | $79,634-98.1% |
| Participation rate | 1.2% | 22.4%-21.2pp | 55.6%-54.4pp | 62.5%-61.3pp |
| Annual return | 1.49% | 63.36%-61.9pp | 302.12%-300.6pp | 36.46%-35.0pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $0 | $636-100.0% | $1,790-100.0% | $3,835-100.0% |
| Admin fee / account holder | $216 | $2,105-89.7% | $2,495-91.3% | $1,002-78.4% |