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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 | $2,332 | $95,975-97.6% | $74,549-96.9% | $135,379-98.3% |
| Participation rate | 62.5% | 75.7%-13.2pp | 69.1%-6.6pp | 82.6%-20.1pp |
| Annual return | -40.21% | 56.96%-97.2pp | 32.53%-72.7pp | 519.79%-560.0pp |
| Employer contribution / active EE | $747 | $2,716-72.5% | $1,961-61.9% | $4,779-84.4% |
| Participant deferral / active EE | $837 | $3,844-78.2% | $3,108-73.1% | $5,609-85.1% |
| Admin fee / account holder | $7 | $6,522-99.9% | $5,059-99.9% | $10,828-99.9% |