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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 | $5,284 | $75,832-93.0% | $147,618-96.4% | $59,633-91.1% |
| Participation rate | 37.0% | 71.6%-34.6pp | 84.6%-47.7pp | 68.7%-31.7pp |
| Annual return | -79.03% | 0.37%-79.4pp | 61.98%-141.0pp | 2041.40%-2120.4pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $918 | $3,131-70.7% | $4,895-81.2% | $3,192-71.2% |
| Admin fee / account holder | $144 | $5,986-97.6% | $11,612-98.8% | $4,297-96.7% |