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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 | $4,110 | $45,152-90.9% | $73,835-94.4% | $59,633-93.1% |
| Participation rate | 29.8% | 64.0%-34.2pp | 73.4%-43.7pp | 68.7%-38.9pp |
| Annual return | -12.49% | 27.40%-39.9pp | 2268.13%-2280.6pp | 2041.40%-2053.9pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $940 | $2,573-63.5% | $3,583-73.8% | $3,192-70.6% |
| Admin fee / account holder | $14 | $3,515-99.6% | $4,880-99.7% | $4,297-99.7% |