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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 | $2,849 | $100,895-97.2% | $90,430-96.8% | $158,950-98.2% |
| Participation rate | 35.3% | 75.0%-39.7pp | 72.7%-37.4pp | 82.0%-46.7pp |
| Annual return | -79.54% | 1725.54%-1805.1pp | 1293.73%-1373.3pp | 302.91%-382.4pp |
| Employer contribution / active EE | $516 | $3,689-86.0% | $3,262-84.2% | $4,762-89.2% |
| Participant deferral / active EE | $1,066 | $4,347-75.5% | $3,963-73.1% | $5,983-82.2% |
| Admin fee / account holder | $3 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |