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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 | $3,543 | $30,732-88.5% | $59,496-94.0% | $59,633-94.1% |
| Participation rate | 30.8% | 43.2%-12.4pp | 54.6%-23.8pp | 68.7%-37.9pp |
| Annual return | -4.24% | 4.47%-8.7pp | 182.05%-186.3pp | 2041.45%-2045.7pp |
| Employer contribution / active EE | $298 | $631-52.7% | $1,153-74.1% | $2,203-86.5% |
| Participant deferral / active EE | $338 | $1,183-71.4% | $1,829-81.5% | $3,192-89.4% |
| Admin fee / account holder | $0 | $2,136-100.0% | $2,232-100.0% | $4,297-100.0% |