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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 | $12,176 | $176,688-93.1% | $130,660-90.7% | $152,897-92.0% |
| Participation rate | 42.9% | 79.0%-36.1pp | 71.7%-28.9pp | 82.5%-39.6pp |
| Annual return | 2.12% | 2693.08%-2691.0pp | 1709.29%-1707.2pp | 345.43%-343.3pp |
| Employer contribution / active EE | $372 | $5,743-93.5% | $4,092-90.9% | $4,764-92.2% |
| Participant deferral / active EE | $982 | $4,362-77.5% | $3,603-72.7% | $5,851-83.2% |
| Admin fee / account holder | $15 | $7,131-99.8% | $5,463-99.7% | $11,599-99.9% |