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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 | $7,758 | $217,427-96.4% | $185,837-95.8% | $167,518-95.4% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 0.56% | 148.39%-147.8pp | 122.08%-121.5pp | 478.71%-478.2pp |
| Employer contribution / active EE | $2,007 | $5,874-65.8% | $5,168-61.2% | $4,838-58.5% |
| Participant deferral / active EE | $8,940 | $6,357+40.6% | $5,568+60.6% | $6,342+41.0% |
| Admin fee / account holder | $42 | $19,816-99.8% | $16,241-99.7% | $12,312-99.7% |