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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 | $5,172 | $93,124-94.4% | $77,100-93.3% | $134,545-96.2% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.3pp | 81.2%-14.6pp |
| Annual return | -26.90% | 62.68%-89.6pp | 42.35%-69.3pp | 418.37%-445.3pp |
| Employer contribution / active EE | $433 | $3,421-87.3% | $2,815-84.6% | $4,742-90.9% |
| Participant deferral / active EE | $2,026 | $5,242-61.4% | $4,430-54.3% | $6,401-68.4% |
| Admin fee / account holder | $197 | $6,970-97.2% | $5,443-96.4% | $11,431-98.3% |