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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 | $7,949 | $100,911-92.1% | $90,440-91.2% | $158,966-95.0% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.7%-3.5pp | 82.0%-12.7pp |
| Annual return | -0.50% | 1726.62%-1727.1pp | 1294.38%-1294.9pp | 302.95%-303.5pp |
| Employer contribution / active EE | $472 | $3,690-87.2% | $3,263-85.5% | $4,762-90.1% |
| Participant deferral / active EE | $1,702 | $4,348-60.9% | $3,964-57.1% | $5,983-71.6% |
| Admin fee / account holder | $106 | $6,507-98.4% | $5,615-98.1% | $11,250-99.1% |