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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 | $5,073 | $32,117-84.2% | $71,086-92.9% | $64,173-92.1% |
| Participation rate | 39.5% | 42.7%-3.2pp | 54.7%-15.1pp | 69.6%-30.1pp |
| Annual return | -16.63% | -5.57%-11.1pp | 650.59%-667.2pp | 7.63%-24.3pp |
| Employer contribution / active EE | $251 | $712-64.7% | $1,088-76.9% | $2,381-89.4% |
| Participant deferral / active EE | $674 | $1,263-46.6% | $1,874-64.0% | $3,470-80.6% |
| Admin fee / account holder | $160 | $2,759-94.2% | $3,082-94.8% | $4,887-96.7% |