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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 | $6,372 | $57,352-88.9% | $83,830-92.4% | $64,173-90.1% |
| Participation rate | 42.4% | 68.6%-26.2pp | 76.1%-33.7pp | 69.6%-27.1pp |
| Annual return | -14.87% | 11.38%-26.3pp | 850.97%-865.8pp | 7.63%-22.5pp |
| Employer contribution / active EE | $637 | $2,546-75.0% | $3,631-82.5% | $2,381-73.2% |
| Participant deferral / active EE | $1,320 | $2,993-55.9% | $4,082-67.7% | $3,470-62.0% |
| Admin fee / account holder | $174 | $4,046-95.7% | $5,479-96.8% | $4,887-96.4% |