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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 | $4,010 | $93,124-95.7% | $77,100-94.8% | $134,545-97.0% |
| Participation rate | 41.7% | 74.5%-32.8pp | 67.9%-26.3pp | 81.2%-39.6pp |
| Annual return | -41.10% | 62.68%-103.8pp | 42.35%-83.5pp | 418.37%-459.5pp |
| Employer contribution / active EE | $930 | $3,421-72.8% | $2,815-67.0% | $4,742-80.4% |
| Participant deferral / active EE | $1,116 | $5,242-78.7% | $4,430-74.8% | $6,401-82.6% |
| Admin fee / account holder | $12 | $6,970-99.8% | $5,443-99.8% | $11,431-99.9% |