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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 | $4,425 | $90,617-95.1% | $79,476-94.4% | $135,382-96.7% |
| Participation rate | 37.5% | 76.1%-38.6pp | 73.3%-35.8pp | 82.6%-45.1pp |
| Annual return | -111.48% | 977.57%-1089.0pp | 718.21%-829.7pp | 519.77%-631.3pp |
| Employer contribution / active EE | $263 | $3,068-91.4% | $2,800-90.6% | $4,779-94.5% |
| Participant deferral / active EE | $1,596 | $4,050-60.6% | $3,704-56.9% | $5,609-71.5% |
| Admin fee / account holder | $13 | $5,907-99.8% | $5,113-99.8% | $10,829-99.9% |