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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 | $7,001 | $90,607-92.3% | $79,467-91.2% | $135,380-94.8% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 82.6%-49.3pp |
| Annual return | -11.16% | 977.74%-988.9pp | 718.30%-729.5pp | 519.81%-531.0pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,267 | $4,050-68.7% | $3,704-65.8% | $5,609-77.4% |
| Admin fee / account holder | $23 | $5,895-99.6% | $5,104-99.5% | $10,828-99.8% |