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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 | $4,078 | $90,606-95.5% | $79,466-94.9% | $135,379-97.0% |
| Participation rate | 57.1% | 76.0%-18.9pp | 73.3%-16.2pp | 82.6%-25.5pp |
| Annual return | -17.87% | 977.69%-995.6pp | 718.28%-736.2pp | 519.79%-537.7pp |
| Employer contribution / active EE | $738 | $3,068-76.0% | $2,800-73.7% | $4,779-84.6% |
| Participant deferral / active EE | $1,223 | $4,050-69.8% | $3,704-67.0% | $5,609-78.2% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |