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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 | $3,762 | $32,117-88.3% | $71,086-94.7% | $64,181-94.1% |
| Participation rate | 17.9% | 42.7%-24.7pp | 54.7%-36.7pp | 69.6%-51.6pp |
| Annual return | -79.63% | -5.57%-74.1pp | 650.59%-730.2pp | 7.63%-87.3pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $752 | $1,263-40.4% | $1,874-59.9% | $3,470-78.3% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,887-100.0% |