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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 | $10,095 | $58,888-82.9% | $178,498-94.3% | $73,493-86.3% |
| Participation rate | 22.8% | 66.2%-43.5pp | 81.9%-59.2pp | 70.7%-47.9pp |
| Annual return | -0.31% | 24.86%-25.2pp | 151.09%-151.4pp | 28.51%-28.8pp |
| Employer contribution / active EE | $752 | $2,236-66.4% | $5,011-85.0% | $2,270-66.9% |
| Participant deferral / active EE | $840 | $2,568-67.3% | $5,202-83.9% | $3,740-77.5% |
| Admin fee / account holder | $0 | $400-100.0% | $13,985-100.0% | $513-100.0% |