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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 | $2,038 | $90,607-97.8% | $79,467-97.4% | $135,380-98.5% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -60.20% | 977.74%-1037.9pp | 718.30%-778.5pp | 519.81%-580.0pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,577 | $4,050-61.1% | $3,704-57.4% | $5,609-71.9% |
| Admin fee / account holder | $220 | $5,895-96.3% | $5,104-95.7% | $10,828-98.0% |