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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 | $1,728 | $84,628-98.0% | $61,501-97.2% | $134,545-98.7% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -24.26% | 585.61%-609.9pp | 339.04%-363.3pp | 418.37%-442.6pp |
| Employer contribution / active EE | $242 | $1,545-84.4% | $1,160-79.2% | $4,742-94.9% |
| Participant deferral / active EE | $420 | $2,819-85.1% | $2,125-80.2% | $6,401-93.4% |
| Admin fee / account holder | $10 | $2,587-99.6% | $2,132-99.5% | $11,431-99.9% |