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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 | $1,630 | $27,639-94.1% | $61,501-97.3% | $68,490-97.6% |
| Participation rate | 65.5% | 39.5%+26.0pp | 52.6%+12.9pp | 67.9%-2.4pp |
| Annual return | -38.74% | -13.19%-25.5pp | 339.04%-377.8pp | -7.85%-30.9pp |
| Employer contribution / active EE | $441 | $696-36.7% | $1,160-62.0% | $2,597-83.0% |
| Participant deferral / active EE | $783 | $1,264-38.0% | $2,125-63.1% | $4,028-80.6% |
| Admin fee / account holder | $108 | $2,012-94.6% | $2,132-94.9% | $5,403-98.0% |