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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 | $4,092 | $44,873-90.9% | $79,476-94.9% | $56,287-92.7% |
| Participation rate | 64.7% | 68.7%-4.0pp | 73.3%-8.6pp | 69.9%-5.1pp |
| Annual return | -60.16% | 0.81%-61.0pp | 718.21%-778.4pp | -9.96%-50.2pp |
| Employer contribution / active EE | $1,028 | $2,140-51.9% | $2,800-63.3% | $2,111-51.3% |
| Participant deferral / active EE | $1,690 | $2,746-38.4% | $3,704-54.4% | $3,350-49.5% |
| Admin fee / account holder | $170 | $418-59.3% | $5,113-96.7% | $521-67.3% |