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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 | $2,868 | $73,848-96.1% | $143,799-98.0% | $68,486-95.8% |
| Participation rate | 44.4% | 66.7%-22.2pp | 80.3%-35.9pp | 67.9%-23.4pp |
| Annual return | -25.57% | 0.91%-26.5pp | -0.04%-25.5pp | -7.85%-17.7pp |
| Employer contribution / active EE | $501 | $3,184-84.3% | $4,952-89.9% | $2,597-80.7% |
| Participant deferral / active EE | $1,010 | $3,385-70.2% | $5,638-82.1% | $4,028-74.9% |
| Admin fee / account holder | $225 | $5,755-96.1% | $14,677-98.5% | $5,404-95.8% |