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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 | $3,569 | $54,162-93.4% | $68,612-94.8% | $64,173-94.4% |
| Participation rate | 50.0% | 68.1%-18.1pp | 72.2%-22.2pp | 69.6%-19.6pp |
| Annual return | -915.79% | -1.62%-914.2pp | -4.63%-911.2pp | 7.63%-923.4pp |
| Employer contribution / active EE | $624 | $1,846-66.2% | $2,625-76.2% | $2,381-73.8% |
| Participant deferral / active EE | $1,357 | $2,626-48.3% | $3,311-59.0% | $3,470-60.9% |
| Admin fee / account holder | $6 | $4,029-99.9% | $5,131-99.9% | $4,887-99.9% |