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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 | $2,135 | $90,617-97.6% | $79,476-97.3% | $135,382-98.4% |
| Participation rate | 50.0% | 76.1%-26.1pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -49.76% | 977.57%-1027.3pp | 718.21%-768.0pp | 519.77%-569.5pp |
| Employer contribution / active EE | $81 | $3,068-97.4% | $2,800-97.1% | $4,779-98.3% |
| Participant deferral / active EE | $957 | $4,050-76.4% | $3,704-74.2% | $5,609-82.9% |
| Admin fee / account holder | $49 | $5,907-99.2% | $5,113-99.0% | $10,829-99.5% |