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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 | $6,886 | $90,617-92.4% | $79,476-91.3% | $135,382-94.9% |
| Participation rate | 50.0% | 76.1%-26.1pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -18.18% | 977.57%-995.7pp | 718.21%-736.4pp | 519.77%-538.0pp |
| Employer contribution / active EE | $2,804 | $3,068-8.6% | $2,800+0.1% | $4,779-41.3% |
| Participant deferral / active EE | $2,410 | $4,050-40.5% | $3,704-34.9% | $5,609-57.0% |
| Admin fee / account holder | $30 | $5,907-99.5% | $5,113-99.4% | $10,829-99.7% |