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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 | $653 | $84,551-99.2% | $61,452-98.9% | $134,532-99.5% |
| Participation rate | 0.0% | 62.2%-62.2pp | 52.6%-52.6pp | 81.2%-81.2pp |
| Annual return | -33.37% | 585.39%-618.8pp | 338.96%-372.3pp | 418.27%-451.6pp |
| Employer contribution / active EE | $615 | $1,545-60.2% | $1,160-47.0% | $4,741-87.0% |
| Participant deferral / active EE | $922 | $2,818-67.3% | $2,125-56.6% | $6,401-85.6% |
| Admin fee / account holder | $55 | $2,587-97.9% | $2,131-97.4% | $11,429-99.5% |