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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 | $5,297 | $75,962-93.0% | $154,111-96.6% | $64,173-91.7% |
| Participation rate | 42.9% | 70.4%-27.6pp | 83.0%-40.2pp | 69.6%-26.7pp |
| Annual return | -17.42% | 30.32%-47.7pp | 735.18%-752.6pp | 7.63%-25.0pp |
| Employer contribution / active EE | $398 | $3,350-88.1% | $5,298-92.5% | $2,381-83.3% |
| Participant deferral / active EE | $1,205 | $3,175-62.0% | $5,081-76.3% | $3,470-65.3% |
| Admin fee / account holder | $41 | $5,589-99.3% | $13,411-99.7% | $4,887-99.2% |