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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 | $4,056 | $57,352-92.9% | $83,830-95.2% | $64,173-93.7% |
| Participation rate | 63.2% | 68.6%-5.4pp | 76.1%-13.0pp | 69.6%-6.4pp |
| Annual return | -14.49% | 11.38%-25.9pp | 850.97%-865.5pp | 7.63%-22.1pp |
| Employer contribution / active EE | $545 | $2,546-78.6% | $3,631-85.0% | $2,381-77.1% |
| Participant deferral / active EE | $1,632 | $2,993-45.5% | $4,082-60.0% | $3,470-52.9% |
| Admin fee / account holder | $292 | $4,046-92.8% | $5,479-94.7% | $4,887-94.0% |