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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 | $8,450 | $54,355-84.5% | $82,744-89.8% | $68,486-87.7% |
| Participation rate | 50.0% | 63.9%-13.9pp | 72.6%-22.6pp | 67.9%-17.9pp |
| Annual return | -19.88% | -13.67%-6.2pp | 702.22%-722.1pp | -7.85%-12.0pp |
| Employer contribution / active EE | $433 | $2,219-80.5% | $3,008-85.6% | $2,597-83.3% |
| Participant deferral / active EE | $2,495 | $3,246-23.1% | $4,395-43.2% | $4,028-38.1% |
| Admin fee / account holder | $4 | $4,397-99.9% | $5,325-99.9% | $5,404-99.9% |