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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 | $1,202 | $84,551-98.6% | $61,452-98.0% | $134,532-99.1% |
| Participation rate | 15.8% | 62.2%-46.4pp | 52.6%-36.8pp | 81.2%-65.4pp |
| Annual return | -45.67% | 585.39%-631.1pp | 338.96%-384.6pp | 418.27%-463.9pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $181 | $2,818-93.6% | $2,125-91.5% | $6,401-97.2% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |