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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 | $4,116 | $54,320-92.4% | $67,652-93.9% | $52,331-92.1% |
| Participation rate | 60.6% | 73.6%-13.0pp | 75.7%-15.1pp | 68.1%-7.5pp |
| Annual return | -2.42% | 6.81%-9.2pp | 6625.40%-6627.8pp | 4.54%-7.0pp |
| Employer contribution / active EE | $952 | $1,544-38.3% | $2,266-58.0% | $1,882-49.4% |
| Participant deferral / active EE | $1,365 | $2,950-53.7% | $3,560-61.6% | $3,022-54.8% |
| Admin fee / account holder | $162 | $527-69.3% | $4,821-96.6% | $592-72.6% |