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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 | $463 | $84,551-99.5% | $61,452-99.2% | $134,532-99.7% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -33.26% | 585.39%-618.7pp | 338.96%-372.2pp | 418.27%-451.5pp |
| Employer contribution / active EE | $415 | $1,545-73.1% | $1,160-64.2% | $4,741-91.2% |
| Participant deferral / active EE | $509 | $2,818-81.9% | $2,125-76.0% | $6,401-92.1% |
| Admin fee / account holder | $240 | $2,587-90.7% | $2,131-88.7% | $11,429-97.9% |