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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 | $4,401 | $30,732-85.7% | $59,496-92.6% | $59,633-92.6% |
| Participation rate | 46.2% | 43.2%+2.9pp | 54.6%-8.4pp | 68.7%-22.5pp |
| Annual return | -4.54% | 4.47%-9.0pp | 182.05%-186.6pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $620 | $631-1.8% | $1,153-46.3% | $2,203-71.9% |
| Participant deferral / active EE | $1,148 | $1,183-2.9% | $1,829-37.2% | $3,192-64.0% |
| Admin fee / account holder | $219 | $2,136-89.8% | $2,232-90.2% | $4,297-94.9% |