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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 | $4,158 | $28,109-85.2% | $71,086-94.2% | $56,287-92.6% |
| Participation rate | 20.3% | 40.4%-20.1pp | 54.7%-34.3pp | 69.9%-49.5pp |
| Annual return | -22.86% | -615.05%+592.2pp | 650.59%-673.4pp | -9.96%-12.9pp |
| Employer contribution / active EE | $284 | $558-49.0% | $1,088-73.9% | $2,111-86.5% |
| Participant deferral / active EE | $469 | $1,116-57.9% | $1,874-75.0% | $3,350-86.0% |
| Admin fee / account holder | $170 | $585-71.0% | $3,082-94.5% | $521-67.4% |