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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 | $3,850 | $90,607-95.8% | $79,467-95.2% | $135,380-97.2% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 82.6%-82.6pp |
| Annual return | -59.47% | 977.74%-1037.2pp | 718.30%-777.8pp | 519.81%-579.3pp |
| Employer contribution / active EE | $1,111 | $3,068-63.8% | $2,800-60.3% | $4,779-76.7% |
| Participant deferral / active EE | $2,542 | $4,050-37.2% | $3,704-31.4% | $5,609-54.7% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |