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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 | $3,641 | $37,446-90.3% | $77,552-95.3% | $79,856-95.4% |
| Participation rate | 17.6% | 41.5%-23.9pp | 54.2%-36.5pp | 69.6%-52.0pp |
| Annual return | -115.73% | 39.76%-155.5pp | 54.82%-170.5pp | 31.71%-147.4pp |
| Employer contribution / active EE | $138 | $637-78.4% | $987-86.0% | $2,471-94.4% |
| Participant deferral / active EE | $619 | $1,261-50.9% | $1,861-66.7% | $3,741-83.4% |
| Admin fee / account holder | $59 | $2,506-97.7% | $2,859-97.9% | $5,306-98.9% |