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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 | $2,143 | $27,632-92.2% | $61,452-96.5% | $68,486-96.9% |
| Participation rate | 54.3% | 39.5%+14.8pp | 52.6%+1.7pp | 67.9%-13.6pp |
| Annual return | -28.26% | -13.24%-15.0pp | 338.96%-367.2pp | -7.85%-20.4pp |
| Employer contribution / active EE | $743 | $696+6.7% | $1,160-36.0% | $2,597-71.4% |
| Participant deferral / active EE | $1,385 | $1,264+9.6% | $2,125-34.8% | $4,028-65.6% |
| Admin fee / account holder | $269 | $2,010-86.6% | $2,131-87.4% | $5,404-95.0% |