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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 | $833 | $84,628-99.0% | $61,501-98.6% | $134,545-99.4% |
| Participation rate | 58.3% | 62.2%-3.9pp | 52.6%+5.8pp | 81.2%-22.9pp |
| Annual return | -43.30% | 585.61%-628.9pp | 339.04%-382.3pp | 418.37%-461.7pp |
| Employer contribution / active EE | $406 | $1,545-73.8% | $1,160-65.0% | $4,742-91.4% |
| Participant deferral / active EE | $434 | $2,819-84.6% | $2,125-79.6% | $6,401-93.2% |
| Admin fee / account holder | $244 | $2,587-90.6% | $2,132-88.6% | $11,431-97.9% |