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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 | $1,258 | $152,597-99.2% | $117,533-98.9% | $134,532-99.1% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -43.38% | 53.04%-96.4pp | 29.77%-73.1pp | 418.27%-461.6pp |
| Employer contribution / active EE | $446 | $5,576-92.0% | $4,179-89.3% | $4,741-90.6% |
| Participant deferral / active EE | $455 | $4,821-90.6% | $4,072-88.8% | $6,401-92.9% |
| Admin fee / account holder | $0 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |