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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 | $2,874 | $99,079-97.1% | $78,002-96.3% | $273,970-99.0% |
| Participation rate | 69.2% | 78.6%-9.3pp | 75.5%-6.3pp | 83.0%-13.8pp |
| Annual return | 1.20% | 217.93%-216.7pp | 425.99%-424.8pp | 41.46%-40.3pp |
| Employer contribution / active EE | $1,005 | $3,308-69.6% | $2,470-59.3% | $4,869-79.4% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10 | $8,954-99.9% | $5,481-99.8% | $10,132-99.9% |