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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 | $5,000 | $102,663-95.1% | $86,216-94.2% | $139,466-96.4% |
| Participation rate | 8.3% | 74.5%-66.2pp | 69.0%-60.6pp | 80.3%-72.0pp |
| Annual return | -75.00% | 1924.52%-1999.5pp | 1169.42%-1244.4pp | 373.66%-448.7pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |