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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 | $3,718 | $32,117-88.4% | $71,089-94.8% | $64,173-94.2% |
| Participation rate | 64.3% | 42.7%+21.6pp | 54.6%+9.6pp | 69.6%-5.3pp |
| Annual return | -29.37% | -5.57%-23.8pp | 650.65%-680.0pp | 7.63%-37.0pp |
| Employer contribution / active EE | $804 | $712+12.9% | $1,088-26.1% | $2,381-66.2% |
| Participant deferral / active EE | $1,304 | $1,263+3.3% | $1,873-30.3% | $3,470-62.4% |
| Admin fee / account holder | $99 | $2,759-96.4% | $3,082-96.8% | $4,887-98.0% |