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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 | $2,833 | $26,140-89.2% | $58,507-95.2% | $74,473-96.2% |
| Participation rate | 1.5% | 32.1%-30.6pp | 50.9%-49.4pp | 70.7%-69.2pp |
| Annual return | 13.23% | 32.51%-19.3pp | 4252.32%-4239.1pp | 34.36%-21.1pp |
| Employer contribution / active EE | $0 | $537-100.0% | $1,053-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $0 | $1,075-100.0% | $1,922-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $652-100.0% | $2,486-100.0% | $347-100.0% |