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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 | $4,965 | $93,124-94.7% | $77,100-93.6% | $134,545-96.3% |
| Participation rate | 68.4% | 74.5%-6.1pp | 67.9%+0.5pp | 81.2%-12.8pp |
| Annual return | -66.02% | 62.68%-128.7pp | 42.35%-108.4pp | 418.37%-484.4pp |
| Employer contribution / active EE | $835 | $3,421-75.6% | $2,815-70.3% | $4,742-82.4% |
| Participant deferral / active EE | $2,483 | $5,242-52.6% | $4,430-44.0% | $6,401-61.2% |
| Admin fee / account holder | $18 | $6,970-99.7% | $5,443-99.7% | $11,431-99.8% |