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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 | $4,123 | $73,848-94.4% | $143,799-97.1% | $68,486-94.0% |
| Participation rate | 62.1% | 66.7%-4.6pp | 80.3%-18.2pp | 67.9%-5.8pp |
| Annual return | -31.57% | 0.91%-32.5pp | -0.04%-31.5pp | -7.85%-23.7pp |
| Employer contribution / active EE | $751 | $3,184-76.4% | $4,952-84.8% | $2,597-71.1% |
| Participant deferral / active EE | $2,063 | $3,385-39.1% | $5,638-63.4% | $4,028-48.8% |
| Admin fee / account holder | $74 | $5,755-98.7% | $14,677-99.5% | $5,404-98.6% |