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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 | $3,095 | $29,525-89.5% | $56,033-94.5% | $77,736-96.0% |
| Participation rate | 0.4% | 32.7%-32.3pp | 52.5%-52.1pp | 70.6%-70.2pp |
| Annual return | 9.23% | 18.90%-9.7pp | 1711.38%-1702.1pp | 31.26%-22.0pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,041-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $1,062-100.0% | $1,954-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $1,040-100.0% | $2,827-100.0% | $433-100.0% |