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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 | $3,623 | $54,355-93.3% | $82,744-95.6% | $68,486-94.7% |
| Participation rate | 66.0% | 63.9%+2.1pp | 72.6%-6.5pp | 67.9%-1.9pp |
| Annual return | -78.54% | -13.67%-64.9pp | 702.22%-780.8pp | -7.85%-70.7pp |
| Employer contribution / active EE | $1,203 | $2,219-45.8% | $3,008-60.0% | $2,597-53.7% |
| Participant deferral / active EE | $1,621 | $3,246-50.1% | $4,395-63.1% | $4,028-59.8% |
| Admin fee / account holder | $12 | $4,397-99.7% | $5,325-99.8% | $5,404-99.8% |