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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 | $4,541 | $95,917-95.3% | $79,583-94.3% | $134,545-96.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -27.80% | -2.70%-25.1pp | 0.16%-28.0pp | 418.37%-446.2pp |
| Employer contribution / active EE | $813 | $3,129-74.0% | $2,414-66.3% | $4,742-82.9% |
| Participant deferral / active EE | $1,468 | $4,694-68.7% | $3,986-63.2% | $6,401-77.1% |
| Admin fee / account holder | $7 | $9,132-99.9% | $6,835-99.9% | $11,431-99.9% |