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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 | $895 | $84,551-98.9% | $61,452-98.5% | $134,532-99.3% |
| Participation rate | 38.5% | 62.2%-23.7pp | 52.6%-14.1pp | 81.2%-42.8pp |
| Annual return | -24.14% | 585.39%-609.5pp | 338.96%-363.1pp | 418.27%-442.4pp |
| Employer contribution / active EE | $123 | $1,545-92.1% | $1,160-89.4% | $4,741-97.4% |
| Participant deferral / active EE | $440 | $2,818-84.4% | $2,125-79.3% | $6,401-93.1% |
| Admin fee / account holder | $5 | $2,587-99.8% | $2,131-99.8% | $11,429-100.0% |