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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 | $5,957 | $101,283-94.1% | $75,826-92.1% | $135,382-95.6% |
| Participation rate | 37.5% | 72.7%-35.2pp | 68.2%-30.7pp | 82.6%-45.1pp |
| Annual return | -24.84% | 3384.62%-3409.5pp | 1914.15%-1939.0pp | 519.77%-544.6pp |
| Employer contribution / active EE | $922 | $2,382-61.3% | $1,913-51.8% | $4,779-80.7% |
| Participant deferral / active EE | $922 | $3,469-73.4% | $2,862-67.8% | $5,609-83.6% |
| Admin fee / account holder | $0 | $6,539-100.0% | $4,726-100.0% | $10,829-100.0% |