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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 | $3,406 | $64,716-94.7% | $112,258-97.0% | $68,495-95.0% |
| Participation rate | 69.0% | 67.2%+1.8pp | 75.1%-6.1pp | 67.9%+1.1pp |
| Annual return | -31.72% | -11.40%-20.3pp | 27.47%-59.2pp | -7.84%-23.9pp |
| Employer contribution / active EE | $789 | $2,746-71.3% | $3,636-78.3% | $2,596-69.6% |
| Participant deferral / active EE | $1,753 | $3,565-50.8% | $4,728-62.9% | $4,028-56.5% |
| Admin fee / account holder | $36 | $5,232-99.3% | $6,411-99.4% | $5,403-99.3% |