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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 | $4,056 | $88,603-95.4% | $69,890-94.2% | $134,545-97.0% |
| Participation rate | 68.8% | 74.9%-6.2pp | 70.5%-1.7pp | 81.2%-12.5pp |
| Annual return | -21.43% | 442.93%-464.4pp | 190.84%-212.3pp | 418.37%-439.8pp |
| Employer contribution / active EE | $760 | $3,236-76.5% | $2,560-70.3% | $4,742-84.0% |
| Participant deferral / active EE | $2,152 | $4,771-54.9% | $3,848-44.1% | $6,401-66.4% |
| Admin fee / account holder | $52 | $10,443-99.5% | $6,267-99.2% | $11,431-99.5% |