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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 | $12,353 | $85,171-85.5% | $172,752-92.8% | $72,975-83.1% |
| Participation rate | 2.1% | 70.1%-68.0pp | 82.6%-80.6pp | 69.5%-67.4pp |
| Annual return | -4.51% | 27.32%-31.8pp | 802.97%-807.5pp | 81.01%-85.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5 | $5,880-99.9% | $13,955-100.0% | $5,124-99.9% |