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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 | $3,829 | $51,223-92.5% | $82,763-95.4% | $66,949-94.3% |
| Participation rate | 33.6% | 67.9%-34.3pp | 72.6%-39.0pp | 69.8%-36.2pp |
| Annual return | -25.45% | -9.85%-15.6pp | 702.45%-727.9pp | 1.57%-27.0pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,008-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,423 | $3,460-58.9% | $4,395-67.6% | $4,239-66.4% |
| Admin fee / account holder | $4 | $415-99.1% | $5,325-99.9% | $594-99.4% |