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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 | $1,722 | $45,872-96.2% | $77,100-97.8% | $68,490-97.5% |
| Participation rate | 54.0% | 55.9%-2.0pp | 67.9%-14.0pp | 67.9%-13.9pp |
| Annual return | -75.73% | 1.73%-77.5pp | 42.35%-118.1pp | -7.85%-67.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,542 | $2,963-48.0% | $4,430-65.2% | $4,028-61.7% |
| Admin fee / account holder | $59 | $3,041-98.1% | $5,443-98.9% | $5,403-98.9% |