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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 | $667 | $76,634-99.1% | $56,054-98.8% | $145,978-99.5% |
| Participation rate | 69.2% | 63.2%+6.0pp | 52.5%+16.7pp | 80.3%-11.1pp |
| Annual return | -31.05% | 3004.33%-3035.4pp | 1705.95%-1737.0pp | 550.52%-581.6pp |
| Employer contribution / active EE | $374 | $1,380-72.9% | $1,039-64.0% | $4,662-92.0% |
| Participant deferral / active EE | $374 | $2,622-85.7% | $1,952-80.8% | $6,690-94.4% |
| Admin fee / account holder | $55 | $3,321-98.4% | $2,822-98.1% | $13,400-99.6% |