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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 | $697 | $104,106-99.3% | $71,086-99.0% | $135,379-99.5% |
| Participation rate | 28.6% | 65.7%-37.1pp | 54.7%-26.1pp | 82.6%-54.1pp |
| Annual return | -110.10% | 1256.30%-1366.4pp | 650.59%-760.7pp | 519.79%-629.9pp |
| Employer contribution / active EE | $69 | $1,485-95.3% | $1,088-93.6% | $4,779-98.6% |
| Participant deferral / active EE | $231 | $2,527-90.9% | $1,874-87.7% | $5,609-95.9% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |