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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 | $4,242 | $108,695-96.1% | $74,722-94.3% | $152,897-97.2% |
| Participation rate | 10.0% | 65.4%-55.4pp | 54.5%-44.5pp | 82.5%-72.5pp |
| Annual return | -90.51% | 114.11%-204.6pp | 753.11%-843.6pp | 345.43%-435.9pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $79 | $4,906-98.4% | $3,335-97.6% | $11,599-99.3% |