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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 | $885 | $108,685-99.2% | $74,719-98.8% | $152,885-99.4% |
| Participation rate | 66.7% | 65.3%+1.3pp | 54.5%+12.2pp | 82.5%-15.8pp |
| Annual return | -42.28% | 114.09%-156.4pp | 753.05%-795.3pp | 345.39%-387.7pp |
| Employer contribution / active EE | $187 | $1,504-87.6% | $1,084-82.8% | $4,763-96.1% |
| Participant deferral / active EE | $187 | $2,712-93.1% | $1,963-90.5% | $5,851-96.8% |
| Admin fee / account holder | $265 | $4,905-94.6% | $3,334-92.1% | $11,598-97.7% |