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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 | $5,027 | $92,743-94.6% | $82,744-93.9% | $134,532-96.3% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -27.84% | 946.63%-974.5pp | 702.22%-730.1pp | 418.27%-446.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,033 | $4,802-57.7% | $4,395-53.7% | $6,401-68.2% |
| Admin fee / account holder | $75 | $5,977-98.7% | $5,325-98.6% | $11,429-99.3% |