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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 | $3,708 | $43,730-91.5% | $121,220-96.9% | $64,173-94.2% |
| Participation rate | 54.1% | 58.3%-4.3pp | 71.8%-17.7pp | 69.6%-15.5pp |
| Annual return | -35.60% | 68.94%-104.5pp | 16.94%-52.5pp | 7.63%-43.2pp |
| Employer contribution / active EE | $688 | $1,297-47.0% | $4,023-82.9% | $2,381-71.1% |
| Participant deferral / active EE | $1,207 | $2,281-47.1% | $3,345-63.9% | $3,470-65.2% |
| Admin fee / account holder | $94 | $3,502-97.3% | $5,021-98.1% | $4,887-98.1% |