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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 | $5,124 | $106,549-95.2% | $91,225-94.4% | $134,509-96.2% |
| Participation rate | 43.8% | 76.8%-33.1pp | 73.2%-29.5pp | 81.2%-37.5pp |
| Annual return | -26.02% | 160.73%-186.7pp | 114.10%-140.1pp | 418.13%-444.2pp |
| Employer contribution / active EE | $888 | $3,331-73.4% | $2,851-68.9% | $4,741-81.3% |
| Participant deferral / active EE | $1,314 | $4,719-72.2% | $4,234-69.0% | $6,400-79.5% |
| Admin fee / account holder | $84 | $6,234-98.6% | $5,422-98.4% | $11,427-99.3% |