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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 | $1,485 | $92,743-98.4% | $82,744-98.2% | $134,532-98.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -25.25% | 946.63%-971.9pp | 702.22%-727.5pp | 418.27%-443.5pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,949 | $4,802-59.4% | $4,395-55.7% | $6,401-69.6% |
| Admin fee / account holder | $102 | $5,977-98.3% | $5,325-98.1% | $11,429-99.1% |