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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 | $2,865 | $69,518-95.9% | $59,883-95.2% | $135,382-97.9% |
| Participation rate | 30.0% | 77.8%-47.8pp | 74.7%-44.7pp | 82.6%-52.6pp |
| Annual return | -57.34% | 7.95%-65.3pp | 3.46%-60.8pp | 519.77%-577.1pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,204-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,829-100.0% |