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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 | $6,266 | $45,152-86.1% | $73,836-91.5% | $59,633-89.5% |
| Participation rate | 68.0% | 64.0%+4.0pp | 73.4%-5.4pp | 68.7%-0.7pp |
| Annual return | -5.33% | 27.40%-32.7pp | 2268.06%-2273.4pp | 2041.45%-2046.8pp |
| Employer contribution / active EE | $801 | $1,901-57.9% | $2,787-71.3% | $2,203-63.6% |
| Participant deferral / active EE | $1,773 | $2,573-31.1% | $3,583-50.5% | $3,192-44.4% |
| Admin fee / account holder | $148 | $3,515-95.8% | $4,882-97.0% | $4,297-96.6% |