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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 | $3,275 | $104,106-96.9% | $71,086-95.4% | $135,379-97.6% |
| Participation rate | 54.5% | 65.7%-11.1pp | 54.7%-0.1pp | 82.6%-28.1pp |
| Annual return | -12.66% | 1256.30%-1269.0pp | 650.59%-663.3pp | 519.79%-532.5pp |
| Employer contribution / active EE | $531 | $1,485-64.3% | $1,088-51.2% | $4,779-88.9% |
| Participant deferral / active EE | $905 | $2,527-64.2% | $1,874-51.7% | $5,609-83.9% |
| Admin fee / account holder | $115 | $4,142-97.2% | $3,082-96.3% | $10,828-98.9% |