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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 | $1,119 | $84,464-98.7% | $61,399-98.2% | $134,509-99.2% |
| Participation rate | 61.1% | 62.2%-1.1pp | 52.6%+8.5pp | 81.2%-20.1pp |
| Annual return | -21.99% | 585.06%-607.0pp | 338.81%-360.8pp | 418.13%-440.1pp |
| Employer contribution / active EE | $117 | $1,545-92.4% | $1,159-89.9% | $4,741-97.5% |
| Participant deferral / active EE | $333 | $2,818-88.2% | $2,124-84.3% | $6,400-94.8% |
| Admin fee / account holder | $62 | $2,587-97.6% | $2,131-97.1% | $11,427-99.5% |