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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 | $742 | $110,551-99.3% | $80,741-99.1% | $167,536-99.6% |
| Participation rate | 64.3% | 64.0%+0.3pp | 54.2%+10.1pp | 82.1%-17.8pp |
| Annual return | 4.07% | 120.57%-116.5pp | 87.30%-83.2pp | 478.82%-474.7pp |
| Employer contribution / active EE | $378 | $1,543-75.5% | $1,160-67.4% | $4,839-92.2% |
| Participant deferral / active EE | $378 | $2,870-86.8% | $2,145-82.4% | $6,342-94.0% |
| Admin fee / account holder | $4 | $4,547-99.9% | $3,380-99.9% | $12,315-100.0% |