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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 | $3,619 | $152,591-97.6% | $117,529-96.9% | $134,545-97.3% |
| Participation rate | 52.9% | 77.1%-24.2pp | 70.6%-17.7pp | 81.2%-28.3pp |
| Annual return | -24.99% | 53.04%-78.0pp | 29.77%-54.8pp | 418.37%-443.4pp |
| Employer contribution / active EE | $570 | $5,576-89.8% | $4,179-86.4% | $4,742-88.0% |
| Participant deferral / active EE | $824 | $4,821-82.9% | $4,072-79.8% | $6,401-87.1% |
| Admin fee / account holder | $4 | $7,004-99.9% | $5,645-99.9% | $11,431-100.0% |