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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 | $11,741 | $48,274-75.7% | $63,244-81.4% | $59,633-80.3% |
| Participation rate | 22.9% | 66.3%-43.5pp | 71.0%-48.2pp | 68.7%-45.8pp |
| Annual return | -8.04% | -240.79%+232.7pp | -70.31%+62.3pp | 2041.45%-2049.5pp |
| Employer contribution / active EE | $622 | $1,586-60.8% | $2,322-73.2% | $2,203-71.8% |
| Participant deferral / active EE | $1,719 | $2,343-26.6% | $2,953-41.8% | $3,192-46.2% |
| Admin fee / account holder | $0 | $3,600-100.0% | $5,893-100.0% | $4,297-100.0% |