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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 | $4,697 | $95,193-95.1% | $76,523-93.9% | $135,382-96.5% |
| Participation rate | 25.0% | 74.4%-49.4pp | 68.0%-43.0pp | 82.6%-57.6pp |
| Annual return | -16.50% | 4.85%-21.3pp | -0.27%-16.2pp | 519.77%-536.3pp |
| Employer contribution / active EE | $552 | $3,302-83.3% | $2,647-79.1% | $4,779-88.4% |
| Participant deferral / active EE | $765 | $4,639-83.5% | $3,835-80.1% | $5,609-86.4% |
| Admin fee / account holder | $179 | $6,249-97.1% | $4,848-96.3% | $10,829-98.3% |