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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 | $1,895 | $27,632-93.1% | $61,452-96.9% | $68,486-97.2% |
| Participation rate | 48.1% | 39.5%+8.5pp | 52.6%-4.5pp | 67.9%-19.8pp |
| Annual return | -26.40% | -13.24%-13.2pp | 338.96%-365.4pp | -7.85%-18.5pp |
| Employer contribution / active EE | $250 | $696-64.0% | $1,160-78.4% | $2,597-90.4% |
| Participant deferral / active EE | $455 | $1,264-64.0% | $2,125-78.6% | $4,028-88.7% |
| Admin fee / account holder | $39 | $2,010-98.1% | $2,131-98.2% | $5,404-99.3% |