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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 | $1,975 | $95,979-97.9% | $74,551-97.4% | $135,380-98.5% |
| Participation rate | 44.4% | 75.7%-31.2pp | 69.1%-24.7pp | 82.6%-38.2pp |
| Annual return | -42.53% | 56.97%-99.5pp | 32.53%-75.1pp | 519.81%-562.3pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $945 | $3,844-75.4% | $3,108-69.6% | $5,609-83.2% |
| Admin fee / account holder | $15 | $6,522-99.8% | $5,059-99.7% | $10,828-99.9% |