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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 | $4,303 | $75,832-94.3% | $147,617-97.1% | $59,633-92.8% |
| Participation rate | 55.3% | 71.6%-16.2pp | 84.6%-29.3pp | 68.7%-13.4pp |
| Annual return | -5.79% | 0.37%-6.2pp | 61.98%-67.8pp | 2041.45%-2047.2pp |
| Employer contribution / active EE | $934 | $3,485-73.2% | $5,564-83.2% | $2,203-57.6% |
| Participant deferral / active EE | $1,775 | $3,131-43.3% | $4,895-63.7% | $3,192-44.4% |
| Admin fee / account holder | $132 | $5,986-97.8% | $11,612-98.9% | $4,297-96.9% |