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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 | $6,402 | $104,520-93.9% | $76,823-91.7% | $152,885-95.8% |
| Participation rate | 64.3% | 76.6%-12.3pp | 72.1%-7.8pp | 82.5%-18.2pp |
| Annual return | 7.44% | 1014.03%-1006.6pp | 1166.42%-1159.0pp | 345.39%-338.0pp |
| Employer contribution / active EE | $1,031 | $3,117-66.9% | $2,302-55.2% | $4,763-78.4% |
| Participant deferral / active EE | $2,478 | $4,236-41.5% | $3,336-25.7% | $5,851-57.6% |
| Admin fee / account holder | $10 | $12,283-99.9% | $6,422-99.8% | $11,598-99.9% |