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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 | $14,504 | $45,566-68.2% | $64,105-77.4% | $59,633-75.7% |
| Participation rate | 59.4% | 60.2%-0.8pp | 68.2%-8.8pp | 68.7%-9.3pp |
| Annual return | -3.82% | 4.95%-8.8pp | 791.24%-795.1pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $587 | $934-37.1% | $1,820-67.7% | $2,203-73.3% |
| Participant deferral / active EE | $3,462 | $2,057+68.3% | $2,822+22.7% | $3,192+8.5% |
| Admin fee / account holder | $136 | $3,268-95.8% | $4,499-97.0% | $4,297-96.8% |