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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 | $6,129 | $75,962-91.9% | $154,108-96.0% | $64,173-90.4% |
| Participation rate | 57.1% | 70.4%-13.3pp | 83.0%-25.9pp | 69.6%-12.4pp |
| Annual return | -11.09% | 30.32%-41.4pp | 735.21%-746.3pp | 7.63%-18.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $946 | $3,175-70.2% | $5,081-81.4% | $3,470-72.7% |
| Admin fee / account holder | $101 | $5,589-98.2% | $13,411-99.2% | $4,887-97.9% |