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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 | $5,064 | $32,117-84.2% | $71,089-92.9% | $64,173-92.1% |
| Participation rate | 5.3% | 42.7%-37.4pp | 54.6%-49.4pp | 69.6%-64.3pp |
| Annual return | -54.86% | -5.57%-49.3pp | 650.65%-705.5pp | 7.63%-62.5pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $456 | $1,263-63.9% | $1,873-75.6% | $3,470-86.8% |
| Admin fee / account holder | $165 | $2,759-94.0% | $3,082-94.7% | $4,887-96.6% |