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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 | $3,718 | $45,152-91.8% | $73,836-95.0% | $59,633-93.8% |
| Participation rate | 51.6% | 64.0%-12.4pp | 73.4%-21.8pp | 68.7%-17.1pp |
| Annual return | -3.22% | 27.40%-30.6pp | 2268.06%-2271.3pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,737 | $2,573-32.5% | $3,583-51.5% | $3,192-45.6% |
| Admin fee / account holder | $31 | $3,515-99.1% | $4,882-99.4% | $4,297-99.3% |