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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 | $3,341 | $90,320-96.3% | $59,496-94.4% | $125,389-97.3% |
| Participation rate | 20.0% | 68.3%-48.3pp | 54.6%-34.6pp | 83.2%-63.2pp |
| Annual return | -7.41% | 369.13%-376.5pp | 182.05%-189.5pp | 282.24%-289.7pp |
| Employer contribution / active EE | $83 | $1,792-95.4% | $1,153-92.8% | $4,866-98.3% |
| Participant deferral / active EE | $355 | $2,716-86.9% | $1,829-80.6% | $5,352-93.4% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,541-100.0% |