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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 | $2,569 | $104,106-97.5% | $71,086-96.4% | $135,382-98.1% |
| Participation rate | 27.3% | 65.7%-38.4pp | 54.7%-27.4pp | 82.6%-55.4pp |
| Annual return | -16.01% | 1256.30%-1272.3pp | 650.59%-666.6pp | 519.77%-535.8pp |
| Employer contribution / active EE | $346 | $1,485-76.7% | $1,088-68.2% | $4,779-92.8% |
| Participant deferral / active EE | $433 | $2,527-82.9% | $1,874-76.9% | $5,609-92.3% |
| Admin fee / account holder | $139 | $4,142-96.6% | $3,082-95.5% | $10,829-98.7% |