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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 | $4,672 | $93,098-95.0% | $77,081-93.9% | $134,509-96.5% |
| Participation rate | 60.0% | 74.5%-14.5pp | 67.9%-7.9pp | 81.2%-21.2pp |
| Annual return | -21.97% | 62.63%-84.6pp | 42.33%-64.3pp | 418.13%-440.1pp |
| Employer contribution / active EE | $787 | $3,419-77.0% | $2,813-72.0% | $4,741-83.4% |
| Participant deferral / active EE | $999 | $5,239-80.9% | $4,428-77.4% | $6,400-84.4% |
| Admin fee / account holder | $29 | $6,945-99.6% | $5,427-99.5% | $11,427-99.7% |