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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 | $4,163 | $93,117-95.5% | $77,096-94.6% | $134,532-96.9% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.3pp | 81.2%-14.6pp |
| Annual return | -45.50% | 62.67%-108.2pp | 42.35%-87.9pp | 418.27%-463.8pp |
| Employer contribution / active EE | $877 | $3,420-74.3% | $2,814-68.8% | $4,741-81.5% |
| Participant deferral / active EE | $1,441 | $5,241-72.5% | $4,429-67.5% | $6,401-77.5% |
| Admin fee / account holder | $155 | $6,948-97.8% | $5,428-97.1% | $11,429-98.6% |