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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 | $3,513 | $42,383-91.7% | $76,518-95.4% | $64,173-94.5% |
| Participation rate | 25.0% | 58.1%-33.1pp | 68.0%-43.0pp | 69.6%-44.6pp |
| Annual return | -26.34% | -16.54%-9.8pp | -0.27%-26.1pp | 7.63%-34.0pp |
| Employer contribution / active EE | $208 | $1,563-86.7% | $2,647-92.1% | $2,381-91.3% |
| Participant deferral / active EE | $1,303 | $2,566-49.2% | $3,836-66.0% | $3,470-62.5% |
| Admin fee / account holder | $67 | $3,198-97.9% | $4,849-98.6% | $4,887-98.6% |