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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 | $3,851 | $82,630-95.3% | $64,105-94.0% | $125,389-96.9% |
| Participation rate | 62.5% | 75.9%-13.4pp | 68.2%-5.7pp | 83.2%-20.7pp |
| Annual return | -5.90% | 1489.72%-1495.6pp | 791.24%-797.1pp | 282.24%-288.1pp |
| Employer contribution / active EE | $465 | $2,671-82.6% | $1,820-74.4% | $4,866-90.4% |
| Participant deferral / active EE | $960 | $3,608-73.4% | $2,822-66.0% | $5,352-82.1% |
| Admin fee / account holder | $25 | $6,382-99.6% | $4,499-99.4% | $9,541-99.7% |