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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 | $4,838 | $32,117-84.9% | $71,086-93.2% | $64,173-92.5% |
| Participation rate | 11.5% | 42.7%-31.2pp | 54.7%-43.1pp | 69.6%-58.0pp |
| Annual return | -30.54% | -5.57%-25.0pp | 650.59%-681.1pp | 7.63%-38.2pp |
| Employer contribution / active EE | $321 | $712-54.9% | $1,088-70.5% | $2,381-86.5% |
| Participant deferral / active EE | $626 | $1,263-50.5% | $1,874-66.6% | $3,470-82.0% |
| Admin fee / account holder | $96 | $2,759-96.5% | $3,082-96.9% | $4,887-98.0% |