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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 | $4,531 | $82,314-94.5% | $68,808-93.4% | $134,532-96.6% |
| Participation rate | 69.2% | 75.1%-5.8pp | 69.0%+0.2pp | 81.2%-12.0pp |
| Annual return | -33.37% | -2.18%-31.2pp | -6.37%-27.0pp | 418.27%-451.6pp |
| Employer contribution / active EE | $1,453 | $3,301-56.0% | $2,656-45.3% | $4,741-69.4% |
| Participant deferral / active EE | $2,019 | $4,740-57.4% | $3,942-48.8% | $6,401-68.5% |
| Admin fee / account holder | $224 | $6,484-96.5% | $4,936-95.5% | $11,429-98.0% |