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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 | $2,063 | $90,320-97.7% | $59,496-96.5% | $125,389-98.4% |
| Participation rate | 47.6% | 68.3%-20.7pp | 54.6%-6.9pp | 83.2%-35.6pp |
| Annual return | -9.46% | 369.13%-378.6pp | 182.05%-191.5pp | 282.24%-291.7pp |
| Employer contribution / active EE | $510 | $1,792-71.6% | $1,153-55.8% | $4,866-89.5% |
| Participant deferral / active EE | $667 | $2,716-75.4% | $1,829-63.5% | $5,352-87.5% |
| Admin fee / account holder | $234 | $3,063-92.4% | $2,232-89.5% | $9,541-97.5% |