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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 | $430 | $76,522-99.4% | $56,033-99.2% | $145,884-99.7% |
| Participation rate | 64.7% | 63.2%+1.5pp | 52.5%+12.2pp | 80.3%-15.6pp |
| Annual return | -0.41% | 3014.28%-3014.7pp | 1711.38%-1711.8pp | 551.85%-552.3pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $222 | $2,624-91.5% | $1,954-88.6% | $6,690-96.7% |
| Admin fee / account holder | $208 | $3,328-93.8% | $2,827-92.6% | $13,392-98.4% |