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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 | $1,789 | $104,106-98.3% | $71,086-97.5% | $135,382-98.7% |
| Participation rate | 44.4% | 65.7%-21.2pp | 54.7%-10.2pp | 82.6%-38.2pp |
| Annual return | -15.76% | 1256.30%-1272.1pp | 650.59%-666.3pp | 519.77%-535.5pp |
| Employer contribution / active EE | $115 | $1,485-92.2% | $1,088-89.4% | $4,779-97.6% |
| Participant deferral / active EE | $362 | $2,527-85.7% | $1,874-80.7% | $5,609-93.5% |
| Admin fee / account holder | $11 | $4,142-99.7% | $3,082-99.7% | $10,829-99.9% |