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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 | $11,160 | $74,879,922-100.0% | $40,145,923-100.0% | $273,972-95.9% |
| Participation rate | 50.0% | 74.1%-24.1pp | 68.4%-18.4pp | 83.0%-33.0pp |
| Annual return | -0.69% | 2.55%-3.2pp | 5.24%-5.9pp | 41.46%-42.2pp |
| Employer contribution / active EE | $309 | $2,350-86.9% | $1,844-83.3% | $4,869-93.7% |
| Participant deferral / active EE | $662 | $2,962-77.6% | $2,591-74.4% | $5,287-87.5% |
| Admin fee / account holder | $0 | $3,725-100.0% | $2,903-100.0% | $10,133-100.0% |