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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 | $6,575 | $54,355-87.9% | $82,744-92.1% | $68,486-90.4% |
| Participation rate | 60.0% | 63.9%-3.9pp | 72.6%-12.6pp | 67.9%-7.9pp |
| Annual return | -28.73% | -13.67%-15.1pp | 702.22%-730.9pp | -7.85%-20.9pp |
| Employer contribution / active EE | $1,039 | $2,219-53.2% | $3,008-65.5% | $2,597-60.0% |
| Participant deferral / active EE | $2,679 | $3,246-17.5% | $4,395-39.0% | $4,028-33.5% |
| Admin fee / account holder | $54 | $4,397-98.8% | $5,325-99.0% | $5,404-99.0% |