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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 | $4,871 | $82,630-94.1% | $64,105-92.4% | $125,389-96.1% |
| Participation rate | 61.9% | 75.9%-13.9pp | 68.2%-6.3pp | 83.2%-21.3pp |
| Annual return | -4.25% | 1489.72%-1494.0pp | 791.24%-795.5pp | 282.24%-286.5pp |
| Employer contribution / active EE | $882 | $2,671-67.0% | $1,820-51.5% | $4,866-81.9% |
| Participant deferral / active EE | $1,575 | $3,608-56.3% | $2,822-44.2% | $5,352-70.6% |
| Admin fee / account holder | $48 | $6,382-99.3% | $4,499-98.9% | $9,541-99.5% |