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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 | $5,183 | $99,011-94.8% | $86,582-94.0% | $147,586-96.5% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 0.39% | 1312.75%-1312.4pp | 965.08%-964.7pp | 578.59%-578.2pp |
| Employer contribution / active EE | $520 | $3,132-83.4% | $2,839-81.7% | $4,876-89.3% |
| Participant deferral / active EE | $650 | $3,972-83.6% | $3,609-82.0% | $5,439-88.0% |
| Admin fee / account holder | $17 | $5,709-99.7% | $4,904-99.7% | $10,886-99.8% |