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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 | $4,038 | $56,197-92.8% | $67,652-94.0% | $59,633-93.2% |
| Participation rate | 68.3% | 71.5%-3.1pp | 75.7%-7.3pp | 68.7%-0.3pp |
| Annual return | -2.51% | 18508.10%-18510.6pp | 6625.40%-6627.9pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $403 | $1,615-75.0% | $2,266-82.2% | $2,203-81.7% |
| Participant deferral / active EE | $1,656 | $2,844-41.8% | $3,560-53.5% | $3,192-48.1% |
| Admin fee / account holder | $110 | $3,958-97.2% | $4,821-97.7% | $4,297-97.4% |