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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 | $6,902 | $54,357-87.3% | $82,706-91.7% | $68,495-89.9% |
| Participation rate | 23.3% | 63.9%-40.6pp | 72.6%-49.2pp | 67.9%-44.6pp |
| Annual return | -26.44% | -13.67%-12.8pp | 701.76%-728.2pp | -7.84%-18.6pp |
| Employer contribution / active EE | $384 | $2,218-82.7% | $3,007-87.2% | $2,596-85.2% |
| Participant deferral / active EE | $890 | $3,246-72.6% | $4,394-79.7% | $4,028-77.9% |
| Admin fee / account holder | $22 | $4,396-99.5% | $5,329-99.6% | $5,403-99.6% |