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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 | $4,984 | $42,917-88.4% | $60,899-91.8% | $68,495-92.7% |
| Participation rate | 60.0% | 66.8%-6.8pp | 73.1%-13.1pp | 67.9%-7.9pp |
| Annual return | -42.24% | -13.99%-28.3pp | 16.92%-59.2pp | -7.84%-34.4pp |
| Employer contribution / active EE | $686 | $1,979-65.3% | $2,702-74.6% | $2,596-73.6% |
| Participant deferral / active EE | $2,459 | $2,867-14.2% | $3,817-35.6% | $4,028-38.9% |
| Admin fee / account holder | $50 | $3,102-98.4% | $3,225-98.4% | $5,403-99.1% |