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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 | $4,172 | $75,962-94.5% | $154,108-97.3% | $64,173-93.5% |
| Participation rate | 37.0% | 70.4%-33.4pp | 83.0%-46.0pp | 69.6%-32.5pp |
| Annual return | -20.03% | 30.32%-50.4pp | 735.21%-755.2pp | 7.63%-27.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,093 | $3,175-65.6% | $5,081-78.5% | $3,470-68.5% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |