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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 | $2,440 | $197,819-98.8% | $155,789-98.4% | $125,389-98.1% |
| Participation rate | 50.0% | 82.1%-32.1pp | 76.1%-26.1pp | 83.2%-33.2pp |
| Annual return | -24.03% | 86.73%-110.8pp | 71.54%-95.6pp | 282.24%-306.3pp |
| Employer contribution / active EE | $459 | $4,850-90.5% | $3,839-88.1% | $4,866-90.6% |
| Participant deferral / active EE | $1,716 | $5,631-69.5% | $4,798-64.2% | $5,352-67.9% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |