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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 | $4,217 | $32,117-86.9% | $71,086-94.1% | $64,181-93.4% |
| Participation rate | 30.4% | 42.7%-12.3pp | 54.7%-24.3pp | 69.6%-39.2pp |
| Annual return | -33.85% | -5.57%-28.3pp | 650.59%-684.4pp | 7.63%-41.5pp |
| Employer contribution / active EE | $342 | $712-52.0% | $1,088-68.6% | $2,381-85.6% |
| Participant deferral / active EE | $867 | $1,263-31.3% | $1,874-53.7% | $3,470-75.0% |
| Admin fee / account holder | $16 | $2,759-99.4% | $3,082-99.5% | $4,887-99.7% |