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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 | $4,383 | $90,606-95.2% | $79,466-94.5% | $135,379-96.8% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 82.6%-57.6pp |
| Annual return | -28.21% | 977.69%-1005.9pp | 718.28%-746.5pp | 519.79%-548.0pp |
| Employer contribution / active EE | $639 | $3,068-79.2% | $2,800-77.2% | $4,779-86.6% |
| Participant deferral / active EE | $912 | $4,050-77.5% | $3,704-75.4% | $5,609-83.7% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |