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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 | $3,057 | $42,383-92.8% | $76,518-96.0% | $64,173-95.2% |
| Participation rate | 56.1% | 58.1%-2.0pp | 68.0%-11.9pp | 69.6%-13.5pp |
| Annual return | -26.25% | -16.54%-9.7pp | -0.27%-26.0pp | 7.63%-33.9pp |
| Employer contribution / active EE | $602 | $1,563-61.5% | $2,647-77.3% | $2,381-74.7% |
| Participant deferral / active EE | $982 | $2,566-61.7% | $3,836-74.4% | $3,470-71.7% |
| Admin fee / account holder | $8 | $3,198-99.8% | $4,849-99.8% | $4,887-99.8% |