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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 | $1,621 | $27,632-94.1% | $61,452-97.4% | $68,486-97.6% |
| Participation rate | 32.6% | 39.5%-6.9pp | 52.6%-20.0pp | 67.9%-35.3pp |
| Annual return | -23.70% | -13.24%-10.5pp | 338.96%-362.7pp | -7.85%-15.8pp |
| Employer contribution / active EE | $210 | $696-69.8% | $1,160-81.9% | $2,597-91.9% |
| Participant deferral / active EE | $940 | $1,264-25.6% | $2,125-55.7% | $4,028-76.7% |
| Admin fee / account holder | $19 | $2,010-99.1% | $2,131-99.1% | $5,404-99.6% |