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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 | $5,477 | $104,116-94.7% | $71,089-92.3% | $135,380-96.0% |
| Participation rate | 0.0% | 65.7%-65.7pp | 54.6%-54.6pp | 82.6%-82.6pp |
| Annual return | -48.62% | 1256.51%-1305.1pp | 650.65%-699.3pp | 519.81%-568.4pp |
| Employer contribution / active EE | $1,802 | $1,485+21.4% | $1,088+65.7% | $4,779-62.3% |
| Participant deferral / active EE | $3,212 | $2,524+27.3% | $1,873+71.5% | $5,609-42.7% |
| Admin fee / account holder | $128 | $4,142-96.9% | $3,082-95.8% | $10,828-98.8% |