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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 | $8,402 | $150,447-94.4% | $136,298-93.8% | $147,586-94.3% |
| Participation rate | 68.8% | 84.4%-15.7pp | 81.9%-13.2pp | 82.8%-14.1pp |
| Annual return | 0.52% | 1049.15%-1048.6pp | 5156.27%-5155.7pp | 578.59%-578.1pp |
| Employer contribution / active EE | $1,055 | $5,256-79.9% | $4,696-77.5% | $4,876-78.4% |
| Participant deferral / active EE | $2,196 | $6,631-66.9% | $6,247-64.9% | $5,439-59.6% |
| Admin fee / account holder | $28 | $10,906-99.7% | $9,244-99.7% | $10,886-99.7% |