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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 | $4,278 | $152,597-97.2% | $117,533-96.4% | $134,532-96.8% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -26.65% | 53.04%-79.7pp | 29.77%-56.4pp | 418.27%-444.9pp |
| Employer contribution / active EE | $895 | $5,576-84.0% | $4,179-78.6% | $4,741-81.1% |
| Participant deferral / active EE | $1,586 | $4,821-67.1% | $4,072-61.1% | $6,401-75.2% |
| Admin fee / account holder | $3 | $7,007-100.0% | $5,647-99.9% | $11,429-100.0% |