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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 | $5,347 | $54,380-90.2% | $68,509-92.2% | $59,633-91.0% |
| Participation rate | 67.7% | 70.2%-2.4pp | 74.7%-7.0pp | 68.7%-0.9pp |
| Annual return | -37.31% | 2.83%-40.1pp | 8.27%-45.6pp | 2041.45%-2078.8pp |
| Employer contribution / active EE | $1,488 | $1,539-3.3% | $2,278-34.7% | $2,203-32.4% |
| Participant deferral / active EE | $2,018 | $2,643-23.6% | $3,382-40.3% | $3,192-36.8% |
| Admin fee / account holder | $290 | $3,885-92.5% | $5,275-94.5% | $4,297-93.3% |