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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 | $293 | $84,551-99.7% | $61,452-99.5% | $134,532-99.8% |
| Participation rate | 37.5% | 62.2%-24.7pp | 52.6%-15.1pp | 81.2%-43.7pp |
| Annual return | -152.35% | 585.39%-737.7pp | 338.96%-491.3pp | 418.27%-570.6pp |
| Employer contribution / active EE | $128 | $1,545-91.7% | $1,160-88.9% | $4,741-97.3% |
| Participant deferral / active EE | $260 | $2,818-90.8% | $2,125-87.8% | $6,401-95.9% |
| Admin fee / account holder | $25 | $2,587-99.0% | $2,131-98.8% | $11,429-99.8% |