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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 | $4,399 | $90,606-95.1% | $79,466-94.5% | $135,379-96.8% |
| Participation rate | 45.0% | 76.0%-31.0pp | 73.3%-28.3pp | 82.6%-37.6pp |
| Annual return | -14.63% | 977.69%-992.3pp | 718.28%-732.9pp | 519.79%-534.4pp |
| Employer contribution / active EE | $422 | $3,068-86.3% | $2,800-84.9% | $4,779-91.2% |
| Participant deferral / active EE | $559 | $4,050-86.2% | $3,704-84.9% | $5,609-90.0% |
| Admin fee / account holder | $157 | $5,895-97.3% | $5,104-96.9% | $10,828-98.5% |