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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 | $5,011 | $32,117-84.4% | $71,086-93.0% | $64,173-92.2% |
| Participation rate | 24.2% | 42.7%-18.5pp | 54.7%-30.4pp | 69.6%-45.3pp |
| Annual return | -12.53% | -5.57%-7.0pp | 650.59%-663.1pp | 7.63%-20.2pp |
| Employer contribution / active EE | $561 | $712-21.2% | $1,088-48.4% | $2,381-76.4% |
| Participant deferral / active EE | $606 | $1,263-52.0% | $1,874-67.7% | $3,470-82.5% |
| Admin fee / account holder | $207 | $2,759-92.5% | $3,082-93.3% | $4,887-95.8% |