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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 | $5,132 | $65,034-92.1% | $90,970-94.4% | $79,856-93.6% |
| Participation rate | 69.2% | 61.6%+7.6pp | 69.0%+0.2pp | 69.6%-0.4pp |
| Annual return | -20.63% | 30.45%-51.1pp | 134.60%-155.2pp | 31.71%-52.3pp |
| Employer contribution / active EE | $969 | $1,247-22.4% | $2,122-54.4% | $2,471-60.8% |
| Participant deferral / active EE | $1,234 | $2,512-50.9% | $3,373-63.4% | $3,741-67.0% |
| Admin fee / account holder | $41 | $4,536-99.1% | $5,961-99.3% | $5,306-99.2% |