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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 | $10,151 | $99,011-89.7% | $86,582-88.3% | $147,586-93.1% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 3.31% | 1312.75%-1309.4pp | 965.08%-961.8pp | 578.59%-575.3pp |
| Employer contribution / active EE | $512 | $3,132-83.7% | $2,839-82.0% | $4,876-89.5% |
| Participant deferral / active EE | $512 | $3,972-87.1% | $3,609-85.8% | $5,439-90.6% |
| Admin fee / account holder | $9 | $5,709-99.8% | $4,904-99.8% | $10,886-99.9% |