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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 | $8,403 | $167,352-95.0% | $143,788-94.2% | $134,509-93.8% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -490.43% | 0.47%-490.9pp | -0.03%-490.4pp | 418.13%-908.6pp |
| Employer contribution / active EE | $1,704 | $5,620-69.7% | $4,952-65.6% | $4,741-64.1% |
| Participant deferral / active EE | $4,096 | $6,447-36.5% | $5,638-27.4% | $6,400-36.0% |
| Admin fee / account holder | $30 | $18,091-99.8% | $14,675-99.8% | $11,427-99.7% |