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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 | $1,600 | $95,193-98.3% | $76,523-97.9% | $135,382-98.8% |
| Participation rate | 57.1% | 74.4%-17.3pp | 68.0%-10.9pp | 82.6%-25.5pp |
| Annual return | -38.21% | 4.85%-43.1pp | -0.27%-37.9pp | 519.77%-558.0pp |
| Employer contribution / active EE | $285 | $3,302-91.4% | $2,647-89.2% | $4,779-94.0% |
| Participant deferral / active EE | $559 | $4,639-88.0% | $3,835-85.4% | $5,609-90.0% |
| Admin fee / account holder | $11 | $6,249-99.8% | $4,848-99.8% | $10,829-99.9% |