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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 | $4,185 | $73,848-94.3% | $143,799-97.1% | $68,486-93.9% |
| Participation rate | 36.4% | 66.7%-30.3pp | 80.3%-44.0pp | 67.9%-31.5pp |
| Annual return | -164.32% | 0.91%-165.2pp | -0.04%-164.3pp | -7.85%-156.5pp |
| Employer contribution / active EE | $576 | $3,184-81.9% | $4,952-88.4% | $2,597-77.8% |
| Participant deferral / active EE | $1,139 | $3,385-66.4% | $5,638-79.8% | $4,028-71.7% |
| Admin fee / account holder | $300 | $5,755-94.8% | $14,677-98.0% | $5,404-94.5% |