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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 | $1,906 | $27,632-93.1% | $61,399-96.9% | $68,495-97.2% |
| Participation rate | 31.9% | 39.5%-7.6pp | 52.6%-20.6pp | 67.9%-35.9pp |
| Annual return | -32.72% | -13.24%-19.5pp | 338.81%-371.5pp | -7.84%-24.9pp |
| Employer contribution / active EE | $105 | $696-85.0% | $1,159-91.0% | $2,596-96.0% |
| Participant deferral / active EE | $508 | $1,264-59.8% | $2,124-76.1% | $4,028-87.4% |
| Admin fee / account holder | $6 | $2,010-99.7% | $2,131-99.7% | $5,403-99.9% |