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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 | $3,084 | $152,597-98.0% | $117,533-97.4% | $134,532-97.7% |
| Participation rate | 42.9% | 77.1%-34.3pp | 70.6%-27.7pp | 81.2%-38.4pp |
| Annual return | -23.39% | 53.04%-76.4pp | 29.77%-53.2pp | 418.27%-441.7pp |
| Employer contribution / active EE | $560 | $5,576-90.0% | $4,179-86.6% | $4,741-88.2% |
| Participant deferral / active EE | $609 | $4,821-87.4% | $4,072-85.0% | $6,401-90.5% |
| Admin fee / account holder | $20 | $7,007-99.7% | $5,647-99.7% | $11,429-99.8% |