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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 | $6,895 | $97,729-92.9% | $83,830-91.8% | $135,379-94.9% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -11.02% | 1287.52%-1298.5pp | 850.97%-862.0pp | 519.79%-530.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,789 | $4,683-40.4% | $4,082-31.7% | $5,609-50.3% |
| Admin fee / account holder | $4 | $6,674-99.9% | $5,479-99.9% | $10,828-100.0% |