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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 | $5,184 | $48,267-89.3% | $68,808-92.5% | $68,486-92.4% |
| Participation rate | 42.1% | 60.7%-18.6pp | 69.0%-26.9pp | 67.9%-25.8pp |
| Annual return | -46.92% | -12.70%-34.2pp | -6.37%-40.6pp | -7.85%-39.1pp |
| Employer contribution / active EE | $827 | $1,829-54.8% | $2,656-68.9% | $2,597-68.2% |
| Participant deferral / active EE | $1,618 | $2,867-43.6% | $3,942-59.0% | $4,028-59.8% |
| Admin fee / account holder | $186 | $4,362-95.7% | $4,936-96.2% | $5,404-96.6% |