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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 | $4,949 | $105,866-95.3% | $90,766-94.5% | $134,545-96.3% |
| Participation rate | 66.7% | 78.3%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -25.16% | -10.99%-14.2pp | -12.16%-13.0pp | 418.37%-443.5pp |
| Employer contribution / active EE | $926 | $3,464-73.3% | $2,922-68.3% | $4,742-80.5% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $92 | $13,938-99.3% | $8,446-98.9% | $11,431-99.2% |