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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 | $6,064 | $92,743-93.5% | $82,744-92.7% | $134,532-95.5% |
| Participation rate | 58.8% | 75.2%-16.4pp | 72.6%-13.7pp | 81.2%-22.4pp |
| Annual return | -52.81% | 946.63%-999.4pp | 702.22%-755.0pp | 418.27%-471.1pp |
| Employer contribution / active EE | $1,918 | $3,273-41.4% | $3,008-36.2% | $4,741-59.5% |
| Participant deferral / active EE | $3,180 | $4,802-33.8% | $4,395-27.6% | $6,401-50.3% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |