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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 | $1,440 | $115,796-98.8% | $101,264-98.6% | $158,950-99.1% |
| Participation rate | 7.7% | 79.4%-71.7pp | 75.8%-68.1pp | 82.0%-74.3pp |
| Annual return | -3.62% | 56.15%-59.8pp | 46.48%-50.1pp | 302.91%-306.5pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $215 | $7,247-97.0% | $5,947-96.4% | $11,248-98.1% |