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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 | $5,142 | $73,848-93.0% | $143,799-96.4% | $68,486-92.5% |
| Participation rate | 40.0% | 66.7%-26.7pp | 80.3%-40.3pp | 67.9%-27.9pp |
| Annual return | -28.04% | 0.91%-29.0pp | -0.04%-28.0pp | -7.85%-20.2pp |
| Employer contribution / active EE | $608 | $3,184-80.9% | $4,952-87.7% | $2,597-76.6% |
| Participant deferral / active EE | $1,191 | $3,385-64.8% | $5,638-78.9% | $4,028-70.4% |
| Admin fee / account holder | $146 | $5,755-97.5% | $14,677-99.0% | $5,404-97.3% |