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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 | $4,528 | $95,975-95.3% | $74,552-93.9% | $135,382-96.7% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -10.62% | 56.96%-67.6pp | 32.53%-43.2pp | 519.77%-530.4pp |
| Employer contribution / active EE | $679 | $2,716-75.0% | $1,961-65.4% | $4,779-85.8% |
| Participant deferral / active EE | $848 | $3,844-77.9% | $3,108-72.7% | $5,609-84.9% |
| Admin fee / account holder | $17 | $6,522-99.7% | $5,060-99.7% | $10,829-99.8% |