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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 | $4,689 | $54,355-91.4% | $82,744-94.3% | $68,486-93.2% |
| Participation rate | 47.7% | 63.9%-16.2pp | 72.6%-24.8pp | 67.9%-20.2pp |
| Annual return | -55.59% | -13.67%-41.9pp | 702.22%-757.8pp | -7.85%-47.7pp |
| Employer contribution / active EE | $783 | $2,219-64.7% | $3,008-74.0% | $2,597-69.8% |
| Participant deferral / active EE | $1,730 | $3,246-46.7% | $4,395-60.6% | $4,028-57.1% |
| Admin fee / account holder | $180 | $4,397-95.9% | $5,325-96.6% | $5,404-96.7% |