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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 | $3,086 | $75,962-95.9% | $154,111-98.0% | $64,173-95.2% |
| Participation rate | 39.6% | 70.4%-30.8pp | 83.0%-43.5pp | 69.6%-30.0pp |
| Annual return | -26.68% | 30.32%-57.0pp | 735.18%-761.9pp | 7.63%-34.3pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $983 | $3,175-69.0% | $5,081-80.7% | $3,470-71.7% |
| Admin fee / account holder | $153 | $5,589-97.3% | $13,411-98.9% | $4,887-96.9% |