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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 | $4,317 | $45,872-90.6% | $77,096-94.4% | $68,486-93.7% |
| Participation rate | 37.5% | 55.9%-18.4pp | 67.9%-30.4pp | 67.9%-30.4pp |
| Annual return | -35.15% | 1.73%-36.9pp | 42.35%-77.5pp | -7.85%-27.3pp |
| Employer contribution / active EE | $672 | $1,650-59.2% | $2,814-76.1% | $2,597-74.1% |
| Participant deferral / active EE | $1,399 | $2,963-52.8% | $4,429-68.4% | $4,028-65.3% |
| Admin fee / account holder | $102 | $3,041-96.7% | $5,428-98.1% | $5,404-98.1% |