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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 | $5,203 | $85,790-93.9% | $67,313-92.3% | $135,382-96.2% |
| Participation rate | 52.6% | 76.5%-23.8pp | 69.1%-16.4pp | 82.6%-30.0pp |
| Annual return | -13.56% | -0.54%-13.0pp | -4.08%-9.5pp | 519.77%-533.3pp |
| Employer contribution / active EE | $569 | $3,487-83.7% | $2,566-77.8% | $4,779-88.1% |
| Participant deferral / active EE | $1,391 | $4,651-70.1% | $3,568-61.0% | $5,609-75.2% |
| Admin fee / account holder | $36 | $6,392-99.4% | $4,507-99.2% | $10,829-99.7% |