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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 | $3,159 | $93,117-96.6% | $77,096-95.9% | $134,532-97.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.3pp | 81.2%-14.6pp |
| Annual return | -22.10% | 62.67%-84.8pp | 42.35%-64.4pp | 418.27%-440.4pp |
| Employer contribution / active EE | $896 | $3,420-73.8% | $2,814-68.1% | $4,741-81.1% |
| Participant deferral / active EE | $1,216 | $5,241-76.8% | $4,429-72.6% | $6,401-81.0% |
| Admin fee / account holder | $252 | $6,948-96.4% | $5,428-95.4% | $11,429-97.8% |