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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 | $2,129 | $78,690-97.3% | $161,489-98.7% | $87,485-97.6% |
| Participation rate | 6.9% | 67.5%-60.6pp | 78.7%-71.8pp | 68.9%-62.0pp |
| Annual return | -99.86% | 32.74%-132.6pp | 89.72%-189.6pp | 26.06%-125.9pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $6,724-100.0% | $16,006-100.0% | $7,775-100.0% |