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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 | $737 | $54,757-98.7% | $90,304-99.2% | $72,975-99.0% |
| Participation rate | 2.0% | 65.2%-63.2pp | 73.3%-71.3pp | 69.5%-67.5pp |
| Annual return | -0.71% | 30.63%-31.3pp | 78.13%-78.8pp | 81.01%-81.7pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6 | $3,973-99.8% | $5,354-99.9% | $5,124-99.9% |