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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 | $1,662 | $169,336-99.0% | $129,384-98.7% | $145,884-98.9% |
| Participation rate | 25.0% | 76.5%-51.5pp | 69.6%-44.6pp | 80.3%-55.3pp |
| Annual return | -2.64% | 14408.70%-14411.3pp | 9461.77%-9464.4pp | 551.85%-554.5pp |
| Employer contribution / active EE | $228 | $5,540-95.9% | $4,153-94.5% | $4,662-95.1% |
| Participant deferral / active EE | $355 | $4,985-92.9% | $4,166-91.5% | $6,690-94.7% |
| Admin fee / account holder | $133 | $9,912-98.7% | $7,686-98.3% | $13,392-99.0% |