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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 | $2,068 | $88,754-97.7% | $81,820-97.5% | $145,877-98.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 7.99% | 1031.77%-1023.8pp | 777.93%-769.9pp | 551.28%-543.3pp |
| Employer contribution / active EE | $569 | $3,085-81.6% | $2,915-80.5% | $4,663-87.8% |
| Participant deferral / active EE | $708 | $4,648-84.8% | $4,323-83.6% | $6,691-89.4% |
| Admin fee / account holder | $22 | $8,424-99.7% | $7,391-99.7% | $13,402-99.8% |