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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 | $3,656 | $30,732-88.1% | $59,496-93.9% | $59,633-93.9% |
| Participation rate | 35.1% | 43.2%-8.1pp | 54.6%-19.4pp | 68.7%-33.5pp |
| Annual return | -10.21% | 4.47%-14.7pp | 182.05%-192.3pp | 2041.40%-2051.6pp |
| Employer contribution / active EE | $356 | $631-43.6% | $1,153-69.2% | $2,203-83.9% |
| Participant deferral / active EE | $576 | $1,183-51.3% | $1,829-68.5% | $3,192-82.0% |
| Admin fee / account holder | $35 | $2,136-98.4% | $2,232-98.4% | $4,297-99.2% |