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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 | $4,119 | $95,188-95.7% | $76,518-94.6% | $135,379-97.0% |
| Participation rate | 40.0% | 74.4%-34.4pp | 68.0%-28.0pp | 82.6%-42.6pp |
| Annual return | -10.49% | 4.85%-15.3pp | -0.27%-10.2pp | 519.79%-530.3pp |
| Employer contribution / active EE | $297 | $3,303-91.0% | $2,647-88.8% | $4,779-93.8% |
| Participant deferral / active EE | $1,003 | $4,640-78.4% | $3,836-73.9% | $5,609-82.1% |
| Admin fee / account holder | $6 | $6,249-99.9% | $4,849-99.9% | $10,828-99.9% |