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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 | $5,014 | $88,596-94.3% | $70,098-92.8% | $134,509-96.3% |
| Participation rate | 35.7% | 74.9%-39.2pp | 70.5%-34.8pp | 81.2%-45.5pp |
| Annual return | -39.24% | 442.67%-481.9pp | 190.76%-230.0pp | 418.13%-457.4pp |
| Employer contribution / active EE | $502 | $3,235-84.5% | $2,560-80.4% | $4,741-89.4% |
| Participant deferral / active EE | $1,422 | $4,772-70.2% | $3,849-63.1% | $6,400-77.8% |
| Admin fee / account holder | $82 | $10,441-99.2% | $6,266-98.7% | $11,427-99.3% |