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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 | $5,887 | $90,606-93.5% | $79,466-92.6% | $135,379-95.7% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -22.41% | 977.69%-1000.1pp | 718.28%-740.7pp | 519.79%-542.2pp |
| Employer contribution / active EE | $1,068 | $3,068-65.2% | $2,800-61.9% | $4,779-77.7% |
| Participant deferral / active EE | $1,220 | $4,050-69.9% | $3,704-67.1% | $5,609-78.2% |
| Admin fee / account holder | $11 | $5,895-99.8% | $5,104-99.8% | $10,828-99.9% |