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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 | $2,946 | $104,106-97.2% | $71,086-95.9% | $135,382-97.8% |
| Participation rate | 31.8% | 65.7%-33.8pp | 54.7%-22.8pp | 82.6%-50.8pp |
| Annual return | -76.60% | 1256.30%-1332.9pp | 650.59%-727.2pp | 519.77%-596.4pp |
| Employer contribution / active EE | $603 | $1,485-59.4% | $1,088-44.6% | $4,779-87.4% |
| Participant deferral / active EE | $870 | $2,527-65.6% | $1,874-53.6% | $5,609-84.5% |
| Admin fee / account holder | $166 | $4,142-96.0% | $3,082-94.6% | $10,829-98.5% |