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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 | $950 | $27,632-96.6% | $61,452-98.5% | $68,486-98.6% |
| Participation rate | 56.3% | 39.5%+16.7pp | 52.6%+3.7pp | 67.9%-11.6pp |
| Annual return | -33.58% | -13.24%-20.3pp | 338.96%-372.5pp | -7.85%-25.7pp |
| Employer contribution / active EE | $354 | $696-49.1% | $1,160-69.5% | $2,597-86.4% |
| Participant deferral / active EE | $530 | $1,264-58.0% | $2,125-75.0% | $4,028-86.8% |
| Admin fee / account holder | $8 | $2,010-99.6% | $2,131-99.6% | $5,404-99.9% |