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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 | $753 | $138,076-99.5% | $123,553-99.4% | $135,380-99.4% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -1480.73% | 153.70%-1634.4pp | 119.21%-1599.9pp | 519.81%-2000.5pp |
| Employer contribution / active EE | $1,955 | $5,152-62.1% | $4,628-57.8% | $4,779-59.1% |
| Participant deferral / active EE | $12,250 | $6,800+80.2% | $6,426+90.6% | $5,609+118.4% |
| Admin fee / account holder | $35 | $10,917-99.7% | $9,284-99.6% | $10,828-99.7% |