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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 | $7,639 | $90,607-91.6% | $79,467-90.4% | $135,380-94.4% |
| Participation rate | 12.5% | 76.0%-63.5pp | 73.3%-60.8pp | 82.6%-70.1pp |
| Annual return | -10.22% | 977.74%-988.0pp | 718.30%-728.5pp | 519.81%-530.0pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $647 | $4,050-84.0% | $3,704-82.5% | $5,609-88.5% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |