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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 | $3,298 | $59,819-94.5% | $79,583-95.9% | $68,490-95.2% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | -31.84% | -12.30%-19.5pp | 0.16%-32.0pp | -7.85%-24.0pp |
| Employer contribution / active EE | $375 | $1,505-75.1% | $2,414-84.5% | $2,597-85.6% |
| Participant deferral / active EE | $1,968 | $3,025-34.9% | $3,986-50.6% | $4,028-51.1% |
| Admin fee / account holder | $152 | $4,835-96.9% | $6,835-97.8% | $5,403-97.2% |