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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 | $2,600 | $90,607-97.1% | $79,467-96.7% | $135,380-98.1% |
| Participation rate | 54.5% | 76.0%-21.5pp | 73.3%-18.8pp | 82.6%-28.1pp |
| Annual return | -21.65% | 977.74%-999.4pp | 718.30%-739.9pp | 519.81%-541.5pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $882 | $4,050-78.2% | $3,704-76.2% | $5,609-84.3% |
| Admin fee / account holder | $16 | $5,895-99.7% | $5,104-99.7% | $10,828-99.9% |