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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 | $4,809 | $53,546-91.0% | $69,890-93.1% | $68,490-93.0% |
| Participation rate | 50.0% | 64.5%-14.5pp | 70.5%-20.5pp | 67.9%-17.9pp |
| Annual return | -62.19% | -13.87%-48.3pp | 190.84%-253.0pp | -7.85%-54.3pp |
| Employer contribution / active EE | $976 | $2,019-51.6% | $2,560-61.9% | $2,597-62.4% |
| Participant deferral / active EE | $1,567 | $2,957-47.0% | $3,848-59.3% | $4,028-61.1% |
| Admin fee / account holder | $99 | $4,693-97.9% | $6,267-98.4% | $5,403-98.2% |