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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 | $3,908 | $104,937-96.3% | $84,628-95.4% | $152,897-97.4% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.5%-49.1pp |
| Annual return | 9.20% | 373.88%-364.7pp | 258.80%-249.6pp | 345.43%-336.2pp |
| Employer contribution / active EE | $586 | $3,303-82.3% | $2,653-77.9% | $4,764-87.7% |
| Participant deferral / active EE | $844 | $4,690-82.0% | $3,900-78.4% | $5,851-85.6% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |