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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 | $397 | $84,464-99.5% | $61,399-99.4% | $134,509-99.7% |
| Participation rate | 58.3% | 62.2%-3.9pp | 52.6%+5.8pp | 81.2%-22.9pp |
| Annual return | -31.31% | 585.06%-616.4pp | 338.81%-370.1pp | 418.13%-449.4pp |
| Employer contribution / active EE | $144 | $1,545-90.7% | $1,159-87.6% | $4,741-97.0% |
| Participant deferral / active EE | $208 | $2,818-92.6% | $2,124-90.2% | $6,400-96.8% |
| Admin fee / account holder | $7 | $2,587-99.7% | $2,131-99.7% | $11,427-99.9% |