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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 | $4,611 | $54,357-91.5% | $82,706-94.4% | $68,495-93.3% |
| Participation rate | 63.3% | 63.9%-0.7pp | 72.6%-9.3pp | 67.9%-4.6pp |
| Annual return | -20.17% | -13.67%-6.5pp | 701.76%-721.9pp | -7.84%-12.3pp |
| Employer contribution / active EE | $585 | $2,218-73.6% | $3,007-80.5% | $2,596-77.5% |
| Participant deferral / active EE | $1,615 | $3,246-50.3% | $4,394-63.2% | $4,028-59.9% |
| Admin fee / account holder | $211 | $4,396-95.2% | $5,329-96.0% | $5,403-96.1% |