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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 | $1,456 | $84,684-98.3% | $73,835-98.0% | $125,388-98.8% |
| Participation rate | 40.0% | 76.8%-36.8pp | 73.4%-33.4pp | 83.2%-43.2pp |
| Annual return | -24.27% | 3123.93%-3148.2pp | 2268.13%-2292.4pp | 282.24%-306.5pp |
| Employer contribution / active EE | $71 | $3,123-97.7% | $2,788-97.4% | $4,866-98.5% |
| Participant deferral / active EE | $628 | $3,993-84.3% | $3,583-82.5% | $5,352-88.3% |
| Admin fee / account holder | $240 | $5,691-95.8% | $4,880-95.1% | $9,541-97.5% |