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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 | $4,064 | $88,596-95.4% | $70,098-94.2% | $134,509-97.0% |
| Participation rate | 40.0% | 74.9%-34.9pp | 70.5%-30.5pp | 81.2%-41.2pp |
| Annual return | -22.18% | 442.67%-464.8pp | 190.76%-212.9pp | 418.13%-440.3pp |
| Employer contribution / active EE | $628 | $3,235-80.6% | $2,560-75.5% | $4,741-86.8% |
| Participant deferral / active EE | $1,293 | $4,772-72.9% | $3,849-66.4% | $6,400-79.8% |
| Admin fee / account holder | $30 | $10,441-99.7% | $6,266-99.5% | $11,427-99.7% |