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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 | $2,840 | $90,607-96.9% | $79,467-96.4% | $135,380-97.9% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -33.66% | 977.74%-1011.4pp | 718.30%-752.0pp | 519.81%-553.5pp |
| Employer contribution / active EE | $500 | $3,068-83.7% | $2,800-82.1% | $4,779-89.5% |
| Participant deferral / active EE | $650 | $4,050-84.0% | $3,704-82.5% | $5,609-88.4% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |