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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 | $9,619 | $45,438-78.8% | $80,004-88.0% | $59,633-83.9% |
| Participation rate | 60.0% | 63.7%-3.7pp | 73.0%-13.0pp | 68.7%-8.7pp |
| Annual return | -56.68% | 5.10%-61.8pp | 7.63%-64.3pp | 2041.45%-2098.1pp |
| Employer contribution / active EE | $405 | $1,236-67.2% | $2,473-83.6% | $2,203-81.6% |
| Participant deferral / active EE | $1,147 | $2,231-48.6% | $3,204-64.2% | $3,192-64.1% |
| Admin fee / account holder | $117 | $3,464-96.6% | $5,033-97.7% | $4,297-97.3% |