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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 | $5,309 | $45,152-88.2% | $73,845-92.8% | $59,632-91.1% |
| Participation rate | 35.3% | 64.0%-28.7pp | 73.4%-38.1pp | 68.7%-33.4pp |
| Annual return | -4.34% | 27.40%-31.7pp | 2267.91%-2272.3pp | 2041.32%-2045.7pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $889 | $2,574-65.5% | $3,583-75.2% | $3,192-72.2% |
| Admin fee / account holder | $142 | $3,516-96.0% | $4,881-97.1% | $4,297-96.7% |