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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 | $1,485 | $27,639-94.6% | $61,501-97.6% | $68,490-97.8% |
| Participation rate | 65.6% | 39.5%+26.1pp | 52.6%+13.1pp | 67.9%-2.3pp |
| Annual return | -29.21% | -13.19%-16.0pp | 339.04%-368.3pp | -7.85%-21.4pp |
| Employer contribution / active EE | $608 | $696-12.6% | $1,160-47.5% | $2,597-76.6% |
| Participant deferral / active EE | $962 | $1,264-23.9% | $2,125-54.7% | $4,028-76.1% |
| Admin fee / account holder | $113 | $2,012-94.4% | $2,132-94.7% | $5,403-97.9% |