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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 | $4,827 | $156,398-96.9% | $147,318-96.7% | $138,895-96.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | -216.88% | 78.75%-295.6pp | 70.43%-287.3pp | 145.39%-362.3pp |
| Employer contribution / active EE | $1,587 | $4,853-67.3% | $4,593-65.4% | $4,194-62.2% |
| Participant deferral / active EE | $9,027 | $8,237+9.6% | $7,906+14.2% | $6,396+41.1% |
| Admin fee / account holder | $105 | $14,976-99.3% | $13,708-99.2% | $12,562-99.2% |