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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 | $1,767 | $111,814-98.4% | $103,374-98.3% | $145,959-98.8% |
| Participation rate | 68.4% | 77.9%-9.5pp | 74.5%-6.1pp | 80.3%-11.9pp |
| Annual return | -81.73% | 24.77%-106.5pp | 24.89%-106.6pp | 561.95%-643.7pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,501 | $5,618-55.5% | $5,058-50.5% | $6,689-62.6% |
| Admin fee / account holder | $63 | $9,754-99.4% | $8,394-99.2% | $13,398-99.5% |