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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 | $3,773 | $95,188-96.0% | $76,518-95.1% | $135,379-97.2% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -16.42% | 4.85%-21.3pp | -0.27%-16.2pp | 519.79%-536.2pp |
| Employer contribution / active EE | $761 | $3,303-77.0% | $2,647-71.3% | $4,779-84.1% |
| Participant deferral / active EE | $1,577 | $4,640-66.0% | $3,836-58.9% | $5,609-71.9% |
| Admin fee / account holder | $31 | $6,249-99.5% | $4,849-99.4% | $10,828-99.7% |