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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 | $2,778 | $75,935-96.3% | $60,547-95.4% | $125,389-97.8% |
| Participation rate | 63.6% | 76.5%-12.9pp | 68.0%-4.3pp | 83.2%-19.6pp |
| Annual return | -15.03% | -5.38%-9.6pp | 335.64%-350.7pp | 282.24%-297.3pp |
| Employer contribution / active EE | $938 | $3,438-72.7% | $2,419-61.2% | $4,866-80.7% |
| Participant deferral / active EE | $1,128 | $4,506-75.0% | $3,328-66.1% | $5,352-78.9% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |