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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 | $4,561 | $75,962-94.0% | $154,111-97.0% | $64,173-92.9% |
| Participation rate | 65.0% | 70.4%-5.4pp | 83.0%-18.0pp | 69.6%-4.6pp |
| Annual return | -29.83% | 30.32%-60.1pp | 735.18%-765.0pp | 7.63%-37.5pp |
| Employer contribution / active EE | $1,263 | $3,350-62.3% | $5,298-76.2% | $2,381-46.9% |
| Participant deferral / active EE | $1,750 | $3,175-44.9% | $5,081-65.6% | $3,470-49.6% |
| Admin fee / account holder | $55 | $5,589-99.0% | $13,411-99.6% | $4,887-98.9% |