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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 | $3,145 | $90,606-96.5% | $79,466-96.0% | $135,379-97.7% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 82.6%-22.6pp |
| Annual return | -18.49% | 977.69%-996.2pp | 718.28%-736.8pp | 519.79%-538.3pp |
| Employer contribution / active EE | $652 | $3,068-78.7% | $2,800-76.7% | $4,779-86.3% |
| Participant deferral / active EE | $652 | $4,050-83.9% | $3,704-82.4% | $5,609-88.4% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |