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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 | $758 | $104,106-99.3% | $71,086-98.9% | $135,379-99.4% |
| Participation rate | 59.1% | 65.7%-6.6pp | 54.7%+4.4pp | 82.6%-23.6pp |
| Annual return | -13.04% | 1256.30%-1269.3pp | 650.59%-663.6pp | 519.79%-532.8pp |
| Employer contribution / active EE | $123 | $1,485-91.7% | $1,088-88.7% | $4,779-97.4% |
| Participant deferral / active EE | $195 | $2,527-92.3% | $1,874-89.6% | $5,609-96.5% |
| Admin fee / account holder | $107 | $4,142-97.4% | $3,082-96.5% | $10,828-99.0% |