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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 | $2,162 | $104,106-97.9% | $71,086-97.0% | $135,379-98.4% |
| Participation rate | 33.3% | 65.7%-32.3pp | 54.7%-21.3pp | 82.6%-49.3pp |
| Annual return | -44.67% | 1256.30%-1301.0pp | 650.59%-695.3pp | 519.79%-564.5pp |
| Employer contribution / active EE | $9 | $1,485-99.4% | $1,088-99.1% | $4,779-99.8% |
| Participant deferral / active EE | $885 | $2,527-65.0% | $1,874-52.8% | $5,609-84.2% |
| Admin fee / account holder | $270 | $4,142-93.5% | $3,082-91.3% | $10,828-97.5% |