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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 | $4,093 | $95,188-95.7% | $76,518-94.7% | $135,380-97.0% |
| Participation rate | 42.9% | 74.4%-31.5pp | 68.0%-25.1pp | 82.6%-39.8pp |
| Annual return | -27.88% | 4.85%-32.7pp | -0.27%-27.6pp | 519.81%-547.7pp |
| Employer contribution / active EE | $301 | $3,303-90.9% | $2,647-88.6% | $4,779-93.7% |
| Participant deferral / active EE | $997 | $4,640-78.5% | $3,836-74.0% | $5,609-82.2% |
| Admin fee / account holder | $73 | $6,249-98.8% | $4,849-98.5% | $10,828-99.3% |