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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 | $4,055 | $32,117-87.4% | $71,086-94.3% | $64,173-93.7% |
| Participation rate | 34.8% | 42.7%-7.9pp | 54.7%-19.9pp | 69.6%-34.8pp |
| Annual return | -66.91% | -5.57%-61.3pp | 650.59%-717.5pp | 7.63%-74.5pp |
| Employer contribution / active EE | $573 | $712-19.6% | $1,088-47.3% | $2,381-75.9% |
| Participant deferral / active EE | $992 | $1,263-21.5% | $1,874-47.1% | $3,470-71.4% |
| Admin fee / account holder | $23 | $2,759-99.2% | $3,082-99.3% | $4,887-99.5% |