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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 | $2,805 | $45,152-93.8% | $73,836-96.2% | $59,633-95.3% |
| Participation rate | 66.0% | 64.0%+1.9pp | 73.4%-7.5pp | 68.7%-2.7pp |
| Annual return | -12.66% | 27.40%-40.1pp | 2268.06%-2280.7pp | 2041.45%-2054.1pp |
| Employer contribution / active EE | $369 | $1,901-80.6% | $2,787-86.8% | $2,203-83.2% |
| Participant deferral / active EE | $1,231 | $2,573-52.1% | $3,583-65.6% | $3,192-61.4% |
| Admin fee / account holder | $46 | $3,515-98.7% | $4,882-99.1% | $4,297-98.9% |