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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 | $1,719 | $44,850-96.2% | $60,547-97.2% | $59,633-97.1% |
| Participation rate | 60.7% | 59.5%+1.2pp | 68.0%-7.2pp | 68.7%-8.0pp |
| Annual return | -7.77% | 1074.14%-1081.9pp | 335.64%-343.4pp | 2041.40%-2049.2pp |
| Employer contribution / active EE | $714 | $1,462-51.1% | $2,419-70.5% | $2,203-67.6% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $3,328-100.0% | $3,192-100.0% |
| Admin fee / account holder | $172 | $3,635-95.3% | $4,536-96.2% | $4,297-96.0% |