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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 | $5,174 | $104,106-95.0% | $71,086-92.7% | $135,379-96.2% |
| Participation rate | 26.3% | 65.7%-39.3pp | 54.7%-28.3pp | 82.6%-56.3pp |
| Annual return | -13.22% | 1256.30%-1269.5pp | 650.59%-663.8pp | 519.79%-533.0pp |
| Employer contribution / active EE | $178 | $1,485-88.0% | $1,088-83.6% | $4,779-96.3% |
| Participant deferral / active EE | $244 | $2,527-90.4% | $1,874-87.0% | $5,609-95.7% |
| Admin fee / account holder | $10 | $4,142-99.8% | $3,082-99.7% | $10,828-99.9% |