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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 | $2,352 | $59,813-96.1% | $79,580-97.0% | $68,486-96.6% |
| Participation rate | 69.0% | 61.1%+7.9pp | 69.5%-0.5pp | 67.9%+1.1pp |
| Annual return | -42.57% | -12.30%-30.3pp | 0.15%-42.7pp | -7.85%-34.7pp |
| Employer contribution / active EE | $614 | $1,505-59.2% | $2,413-74.6% | $2,597-76.4% |
| Participant deferral / active EE | $1,374 | $3,024-54.6% | $3,985-65.5% | $4,028-65.9% |
| Admin fee / account holder | $13 | $4,835-99.7% | $6,835-99.8% | $5,404-99.8% |