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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 | $14,290 | $97,729-85.4% | $83,830-83.0% | $135,379-89.4% |
| Participation rate | 38.9% | 80.0%-41.1pp | 76.1%-37.3pp | 82.6%-43.8pp |
| Annual return | -57.43% | 1287.52%-1345.0pp | 850.97%-908.4pp | 519.79%-577.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,417 | $4,683-5.7% | $4,082+8.2% | $5,609-21.2% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |