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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 | $3,922 | $73,839-94.7% | $143,788-97.3% | $68,495-94.3% |
| Participation rate | 45.0% | 66.7%-21.7pp | 80.3%-35.3pp | 67.9%-22.9pp |
| Annual return | -43.99% | 1.01%-45.0pp | -0.03%-44.0pp | -7.84%-36.1pp |
| Employer contribution / active EE | $864 | $3,184-72.9% | $4,952-82.6% | $2,596-66.7% |
| Participant deferral / active EE | $1,213 | $3,384-64.1% | $5,638-78.5% | $4,028-69.9% |
| Admin fee / account holder | $69 | $5,755-98.8% | $14,675-99.5% | $5,403-98.7% |