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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 | $3,805 | $73,848-94.8% | $143,799-97.4% | $68,486-94.4% |
| Participation rate | 62.1% | 66.7%-4.6pp | 80.3%-18.2pp | 67.9%-5.8pp |
| Annual return | -22.16% | 0.91%-23.1pp | -0.04%-22.1pp | -7.85%-14.3pp |
| Employer contribution / active EE | $533 | $3,184-83.3% | $4,952-89.2% | $2,597-79.5% |
| Participant deferral / active EE | $1,993 | $3,385-41.1% | $5,638-64.7% | $4,028-50.5% |
| Admin fee / account holder | $209 | $5,755-96.4% | $14,677-98.6% | $5,404-96.1% |