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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 | $1,596 | $84,551-98.1% | $61,452-97.4% | $134,532-98.8% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -26.10% | 585.39%-611.5pp | 338.96%-365.1pp | 418.27%-444.4pp |
| Employer contribution / active EE | $920 | $1,545-40.5% | $1,160-20.7% | $4,741-80.6% |
| Participant deferral / active EE | $1,549 | $2,818-45.0% | $2,125-27.1% | $6,401-75.8% |
| Admin fee / account holder | $12 | $2,587-99.5% | $2,131-99.4% | $11,429-99.9% |