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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 | $2,688 | $45,872-94.1% | $77,096-96.5% | $68,486-96.1% |
| Participation rate | 68.0% | 55.9%+12.1pp | 67.9%+0.1pp | 67.9%+0.1pp |
| Annual return | -21.66% | 1.73%-23.4pp | 42.35%-64.0pp | -7.85%-13.8pp |
| Employer contribution / active EE | $433 | $1,650-73.8% | $2,814-84.6% | $2,597-83.3% |
| Participant deferral / active EE | $866 | $2,963-70.8% | $4,429-80.5% | $4,028-78.5% |
| Admin fee / account holder | $13 | $3,041-99.6% | $5,428-99.8% | $5,404-99.8% |