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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 | $4,120 | $129,239-96.8% | $93,419-95.6% | $158,966-97.4% |
| Participation rate | 33.3% | 70.9%-37.6pp | 66.8%-33.5pp | 82.0%-48.6pp |
| Annual return | -9.83% | 118.21%-128.0pp | 78.05%-87.9pp | 302.95%-312.8pp |
| Employer contribution / active EE | $33 | $2,711-98.8% | $2,075-98.4% | $4,762-99.3% |
| Participant deferral / active EE | $327 | $3,909-91.6% | $3,126-89.5% | $5,983-94.5% |
| Admin fee / account holder | $28 | $7,383-99.6% | $5,230-99.5% | $11,250-99.8% |