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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 | $2,356 | $90,607-97.4% | $79,467-97.0% | $135,380-98.3% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 82.6%-22.6pp |
| Annual return | -17.58% | 977.74%-995.3pp | 718.30%-735.9pp | 519.81%-537.4pp |
| Employer contribution / active EE | $197 | $3,068-93.6% | $2,800-93.0% | $4,779-95.9% |
| Participant deferral / active EE | $809 | $4,050-80.0% | $3,704-78.2% | $5,609-85.6% |
| Admin fee / account holder | $6 | $5,895-99.9% | $5,104-99.9% | $10,828-99.9% |