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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 | $5,550 | $95,188-94.2% | $76,518-92.7% | $135,380-95.9% |
| Participation rate | 58.8% | 74.4%-15.6pp | 68.0%-9.2pp | 82.6%-23.8pp |
| Annual return | -45.58% | 4.85%-50.4pp | -0.27%-45.3pp | 519.81%-565.4pp |
| Employer contribution / active EE | $750 | $3,303-77.3% | $2,647-71.7% | $4,779-84.3% |
| Participant deferral / active EE | $2,227 | $4,640-52.0% | $3,836-41.9% | $5,609-60.3% |
| Admin fee / account holder | $170 | $6,249-97.3% | $4,849-96.5% | $10,828-98.4% |