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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 | $940 | $84,551-98.9% | $61,452-98.5% | $134,532-99.3% |
| Participation rate | 53.8% | 62.2%-8.4pp | 52.6%+1.3pp | 81.2%-27.4pp |
| Annual return | -30.36% | 585.39%-615.7pp | 338.96%-369.3pp | 418.27%-448.6pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $481 | $2,818-82.9% | $2,125-77.4% | $6,401-92.5% |
| Admin fee / account holder | $154 | $2,587-94.0% | $2,131-92.8% | $11,429-98.7% |