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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 | $6,967 | $121,656-94.3% | $104,614-93.3% | $158,950-95.6% |
| Participation rate | 33.3% | 77.5%-44.2pp | 74.1%-40.7pp | 82.0%-48.6pp |
| Annual return | -433.81% | 465.51%-899.3pp | 340.56%-774.4pp | 302.91%-736.7pp |
| Employer contribution / active EE | $188 | $3,164-94.1% | $2,681-93.0% | $4,762-96.1% |
| Participant deferral / active EE | $3,497 | $4,177-16.3% | $3,739-6.5% | $5,983-41.5% |
| Admin fee / account holder | $6 | $7,775-99.9% | $6,464-99.9% | $11,248-99.9% |