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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 | $6,052 | $75,828-92.0% | $147,617-95.9% | $59,632-89.9% |
| Participation rate | 20.9% | 71.6%-50.6pp | 84.6%-63.7pp | 68.7%-47.7pp |
| Annual return | -16.69% | 0.37%-17.1pp | 61.98%-78.7pp | 2041.32%-2058.0pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $3,130-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $285 | $5,985-95.2% | $11,611-97.5% | $4,297-93.4% |