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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 | $1,076 | $27,639-96.1% | $61,501-98.3% | $68,490-98.4% |
| Participation rate | 68.8% | 39.5%+29.2pp | 52.6%+16.2pp | 67.9%+0.9pp |
| Annual return | -367.02% | -13.19%-353.8pp | 339.04%-706.1pp | -7.85%-359.2pp |
| Employer contribution / active EE | $580 | $696-16.7% | $1,160-50.0% | $2,597-77.7% |
| Participant deferral / active EE | $581 | $1,264-54.0% | $2,125-72.6% | $4,028-85.6% |
| Admin fee / account holder | $58 | $2,012-97.1% | $2,132-97.3% | $5,403-98.9% |