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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 | $1,800 | $93,098-98.1% | $77,081-97.7% | $134,509-98.7% |
| Participation rate | 28.6% | 74.5%-45.9pp | 67.9%-39.3pp | 81.2%-52.7pp |
| Annual return | -82.43% | 62.63%-145.1pp | 42.33%-124.8pp | 418.13%-500.6pp |
| Employer contribution / active EE | $512 | $3,419-85.0% | $2,813-81.8% | $4,741-89.2% |
| Participant deferral / active EE | $1,015 | $5,239-80.6% | $4,428-77.1% | $6,400-84.1% |
| Admin fee / account holder | $7 | $6,945-99.9% | $5,427-99.9% | $11,427-99.9% |