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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 | $4,057 | $75,962-94.7% | $154,108-97.4% | $64,173-93.7% |
| Participation rate | 52.6% | 70.4%-17.9pp | 83.0%-30.5pp | 69.6%-17.0pp |
| Annual return | -41.37% | 30.32%-71.7pp | 735.21%-776.6pp | 7.63%-49.0pp |
| Employer contribution / active EE | $615 | $3,350-81.6% | $5,298-88.4% | $2,381-74.2% |
| Participant deferral / active EE | $1,271 | $3,175-60.0% | $5,081-75.0% | $3,470-63.4% |
| Admin fee / account holder | $27 | $5,589-99.5% | $13,411-99.8% | $4,887-99.4% |