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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 | $1,482 | $104,116-98.6% | $71,089-97.9% | $135,380-98.9% |
| Participation rate | 57.9% | 65.7%-7.8pp | 54.6%+3.2pp | 82.6%-24.7pp |
| Annual return | -33.47% | 1256.51%-1290.0pp | 650.65%-684.1pp | 519.81%-553.3pp |
| Employer contribution / active EE | $271 | $1,485-81.8% | $1,088-75.1% | $4,779-94.3% |
| Participant deferral / active EE | $424 | $2,524-83.2% | $1,873-77.4% | $5,609-92.4% |
| Admin fee / account holder | $16 | $4,142-99.6% | $3,082-99.5% | $10,828-99.9% |