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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 | $812 | $29,716-97.3% | $56,077-98.6% | $80,925-99.0% |
| Participation rate | 52.4% | 41.7%+10.7pp | 52.5%-0.1pp | 67.7%-15.3pp |
| Annual return | -34.11% | 35.30%-69.4pp | 1709.28%-1743.4pp | 35.65%-69.8pp |
| Employer contribution / active EE | $152 | $671-77.4% | $1,040-85.4% | $2,756-94.5% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $51 | $2,432-97.9% | $2,825-98.2% | $6,940-99.3% |