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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 | $4,835 | $32,117-84.9% | $71,089-93.2% | $64,173-92.5% |
| Participation rate | 37.3% | 42.7%-5.4pp | 54.6%-17.4pp | 69.6%-32.3pp |
| Annual return | -11.98% | -5.57%-6.4pp | 650.65%-662.6pp | 7.63%-19.6pp |
| Employer contribution / active EE | $382 | $712-46.4% | $1,088-64.9% | $2,381-84.0% |
| Participant deferral / active EE | $738 | $1,263-41.6% | $1,873-60.6% | $3,470-78.7% |
| Admin fee / account holder | $148 | $2,759-94.6% | $3,082-95.2% | $4,887-97.0% |