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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 | $12,080 | $106,005-88.6% | $92,239-86.9% | $147,585-91.8% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 3.76% | 50.05%-46.3pp | 176.29%-172.5pp | 578.58%-574.8pp |
| Employer contribution / active EE | $990 | $4,333-77.2% | $3,680-73.1% | $4,876-79.7% |
| Participant deferral / active EE | $1,228 | $4,478-72.6% | $3,897-68.5% | $5,439-77.4% |
| Admin fee / account holder | $194 | $6,333-96.9% | $5,194-96.3% | $10,886-98.2% |