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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 | $4,623 | $167,352-97.2% | $143,788-96.8% | $134,509-96.6% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -41.63% | 0.47%-42.1pp | -0.03%-41.6pp | 418.13%-459.8pp |
| Employer contribution / active EE | $1,855 | $5,620-67.0% | $4,952-62.5% | $4,741-60.9% |
| Participant deferral / active EE | $2,139 | $6,447-66.8% | $5,638-62.1% | $6,400-66.6% |
| Admin fee / account holder | $20 | $18,091-99.9% | $14,675-99.9% | $11,427-99.8% |