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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 | $3,566 | $49,177-92.7% | $79,467-95.5% | $64,173-94.4% |
| Participation rate | 42.9% | 65.0%-22.2pp | 73.3%-30.5pp | 69.6%-26.7pp |
| Annual return | -11.93% | -1.16%-10.8pp | 718.30%-730.2pp | 7.63%-19.6pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $897 | $2,821-68.2% | $3,704-75.8% | $3,470-74.1% |
| Admin fee / account holder | $74 | $3,839-98.1% | $5,104-98.5% | $4,887-98.5% |