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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 | $1,945 | $84,685-97.7% | $73,836-97.4% | $125,389-98.4% |
| Participation rate | 35.3% | 76.8%-41.5pp | 73.4%-38.1pp | 83.2%-47.9pp |
| Annual return | -5.29% | 3123.80%-3129.1pp | 2268.06%-2273.3pp | 282.24%-287.5pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $754 | $3,993-81.1% | $3,583-79.0% | $5,352-85.9% |
| Admin fee / account holder | $19 | $5,694-99.7% | $4,882-99.6% | $9,541-99.8% |