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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 | $3,235 | $109,967-97.1% | $97,197-96.7% | $145,877-97.8% |
| Participation rate | 50.0% | 76.0%-26.0pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | -20.29% | 244.27%-264.6pp | 75.47%-95.8pp | 551.28%-571.6pp |
| Employer contribution / active EE | $496 | $3,077-83.9% | $2,723-81.8% | $4,663-89.4% |
| Participant deferral / active EE | $879 | $4,676-81.2% | $4,263-79.4% | $6,691-86.9% |
| Admin fee / account holder | $261 | $6,199-95.8% | $5,637-95.4% | $13,402-98.1% |