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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 | $4,111 | $90,606-95.5% | $79,466-94.8% | $135,379-97.0% |
| Participation rate | 22.2% | 76.0%-53.8pp | 73.3%-51.1pp | 82.6%-60.4pp |
| Annual return | -180.56% | 977.69%-1158.3pp | 718.28%-898.8pp | 519.79%-700.4pp |
| Employer contribution / active EE | $304 | $3,068-90.1% | $2,800-89.1% | $4,779-93.6% |
| Participant deferral / active EE | $644 | $4,050-84.1% | $3,704-82.6% | $5,609-88.5% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |