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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 | $2,643 | $44,850-94.1% | $60,547-95.6% | $59,632-95.6% |
| Participation rate | 40.5% | 59.5%-19.0pp | 68.0%-27.5pp | 68.7%-28.2pp |
| Annual return | -2.98% | 1074.14%-1077.1pp | 335.64%-338.6pp | 2041.32%-2044.3pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $825 | $2,230-63.0% | $3,328-75.2% | $3,192-74.2% |
| Admin fee / account holder | $83 | $3,635-97.7% | $4,536-98.2% | $4,297-98.1% |