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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 | $5,606 | $60,128-90.7% | $90,440-93.8% | $79,852-93.0% |
| Participation rate | 62.9% | 65.0%-2.1pp | 72.7%-9.8pp | 69.6%-6.8pp |
| Annual return | -82.69% | 71.95%-154.6pp | 1294.38%-1377.1pp | 31.72%-114.4pp |
| Employer contribution / active EE | $1,471 | $2,068-28.9% | $3,263-54.9% | $2,471-40.5% |
| Participant deferral / active EE | $1,945 | $2,939-33.8% | $3,964-50.9% | $3,740-48.0% |
| Admin fee / account holder | $250 | $3,977-93.7% | $5,615-95.5% | $5,306-95.3% |