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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 | $556 | $84,551-99.3% | $61,452-99.1% | $134,532-99.6% |
| Participation rate | 46.2% | 62.2%-16.0pp | 52.6%-6.4pp | 81.2%-35.1pp |
| Annual return | -116.73% | 585.39%-702.1pp | 338.96%-455.7pp | 418.27%-535.0pp |
| Employer contribution / active EE | $139 | $1,545-91.0% | $1,160-88.0% | $4,741-97.1% |
| Participant deferral / active EE | $208 | $2,818-92.6% | $2,125-90.2% | $6,401-96.7% |
| Admin fee / account holder | $10 | $2,587-99.6% | $2,131-99.6% | $11,429-99.9% |