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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 | $4,595 | $45,152-89.8% | $73,835-93.8% | $59,633-92.3% |
| Participation rate | 37.0% | 64.0%-27.0pp | 73.4%-36.4pp | 68.7%-31.6pp |
| Annual return | -89.59% | 27.40%-117.0pp | 2268.13%-2357.7pp | 2041.40%-2131.0pp |
| Employer contribution / active EE | $566 | $1,901-70.3% | $2,788-79.7% | $2,203-74.3% |
| Participant deferral / active EE | $1,129 | $2,573-56.1% | $3,583-68.5% | $3,192-64.6% |
| Admin fee / account holder | $1 | $3,515-100.0% | $4,880-100.0% | $4,297-100.0% |