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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 | $5,116 | $52,836-90.3% | $105,736-95.2% | $64,173-92.0% |
| Participation rate | 59.1% | 66.5%-7.5pp | 76.3%-17.2pp | 69.6%-10.5pp |
| Annual return | -180.18% | 14.30%-194.5pp | 6.27%-186.4pp | 7.63%-187.8pp |
| Employer contribution / active EE | $1,299 | $1,827-28.9% | $3,268-60.3% | $2,381-45.5% |
| Participant deferral / active EE | $2,130 | $2,545-16.3% | $4,080-47.8% | $3,470-38.6% |
| Admin fee / account holder | $36 | $3,959-99.1% | $6,913-99.5% | $4,887-99.3% |