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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 | $2,259 | $75,959-97.0% | $154,114-98.5% | $64,181-96.5% |
| Participation rate | 29.8% | 70.4%-40.6pp | 83.0%-53.3pp | 69.6%-39.8pp |
| Annual return | -20.89% | 30.32%-51.2pp | 735.16%-756.1pp | 7.63%-28.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $897 | $3,175-71.7% | $5,081-82.3% | $3,470-74.2% |
| Admin fee / account holder | $169 | $5,589-97.0% | $13,411-98.7% | $4,887-96.5% |