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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 | $5,265 | $67,372-92.2% | $60,906-91.4% | $134,532-96.1% |
| Participation rate | 33.3% | 76.2%-42.8pp | 73.1%-39.8pp | 81.2%-47.9pp |
| Annual return | -23.24% | 50.05%-73.3pp | 16.94%-40.2pp | 418.27%-441.5pp |
| Employer contribution / active EE | $860 | $3,099-72.2% | $2,703-68.2% | $4,741-81.9% |
| Participant deferral / active EE | $991 | $4,532-78.1% | $3,814-74.0% | $6,401-84.5% |
| Admin fee / account holder | $31 | $4,588-99.3% | $3,227-99.0% | $11,429-99.7% |