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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 | $3,762 | $104,116-96.4% | $71,089-94.7% | $135,380-97.2% |
| Participation rate | 33.3% | 65.7%-32.3pp | 54.6%-21.3pp | 82.6%-49.3pp |
| Annual return | -27.87% | 1256.51%-1284.4pp | 650.65%-678.5pp | 519.81%-547.7pp |
| Employer contribution / active EE | $280 | $1,485-81.1% | $1,088-74.2% | $4,779-94.1% |
| Participant deferral / active EE | $1,020 | $2,524-59.6% | $1,873-45.5% | $5,609-81.8% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |