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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 | $2,846 | $54,370-94.8% | $82,763-96.6% | $68,490-95.8% |
| Participation rate | 60.0% | 63.9%-3.9pp | 72.6%-12.6pp | 67.9%-7.9pp |
| Annual return | -126.69% | -13.67%-113.0pp | 702.45%-829.1pp | -7.85%-118.8pp |
| Employer contribution / active EE | $834 | $2,219-62.4% | $3,008-72.3% | $2,597-67.9% |
| Participant deferral / active EE | $1,312 | $3,247-59.6% | $4,395-70.1% | $4,028-67.4% |
| Admin fee / account holder | $68 | $4,398-98.5% | $5,325-98.7% | $5,403-98.7% |