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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 | $3,204 | $67,372-95.2% | $60,906-94.7% | $134,532-97.6% |
| Participation rate | 65.0% | 76.2%-11.2pp | 73.1%-8.1pp | 81.2%-16.2pp |
| Annual return | -20.96% | 50.05%-71.0pp | 16.94%-37.9pp | 418.27%-439.2pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $956 | $4,532-78.9% | $3,814-74.9% | $6,401-85.1% |
| Admin fee / account holder | $206 | $4,588-95.5% | $3,227-93.6% | $11,429-98.2% |