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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 | $9,939 | $77,638-87.2% | $156,551-93.7% | $62,881-84.2% |
| Participation rate | 41.9% | 71.2%-29.3pp | 84.0%-42.1pp | 69.3%-27.4pp |
| Annual return | -0.72% | 50.33%-51.0pp | 32.23%-32.9pp | 20.14%-20.9pp |
| Employer contribution / active EE | $681 | $3,444-80.2% | $5,501-87.6% | $2,281-70.1% |
| Participant deferral / active EE | $891 | $3,046-70.7% | $4,871-81.7% | $3,203-72.2% |
| Admin fee / account holder | $137 | $5,561-97.5% | $13,028-99.0% | $4,296-96.8% |