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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 | $2,832 | $90,486-96.9% | $78,676-96.4% | $273,972-99.0% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | -0.61% | 75.62%-76.2pp | 62.19%-62.8pp | 41.46%-42.1pp |
| Employer contribution / active EE | $520 | $3,175-83.6% | $2,850-81.8% | $4,869-89.3% |
| Participant deferral / active EE | $650 | $3,901-83.3% | $3,517-81.5% | $5,287-87.7% |
| Admin fee / account holder | $7 | $5,263-99.9% | $4,510-99.8% | $10,133-99.9% |