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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 | $4,783 | $54,239-91.2% | $70,098-93.2% | $68,495-93.0% |
| Participation rate | 64.5% | 64.5%0pp | 70.5%-6.0pp | 67.9%-3.4pp |
| Annual return | -25.69% | -13.87%-11.8pp | 190.76%-216.5pp | -7.84%-17.9pp |
| Employer contribution / active EE | $895 | $2,019-55.7% | $2,560-65.1% | $2,596-65.5% |
| Participant deferral / active EE | $1,846 | $2,957-37.6% | $3,849-52.0% | $4,028-54.2% |
| Admin fee / account holder | $18 | $4,691-99.6% | $6,266-99.7% | $5,403-99.7% |