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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 | $12,692 | $176,688-92.8% | $130,660-90.3% | $152,885-91.7% |
| Participation rate | 55.6% | 79.0%-23.4pp | 71.7%-16.2pp | 82.5%-26.9pp |
| Annual return | 5.20% | 2693.08%-2687.9pp | 1709.29%-1704.1pp | 345.39%-340.2pp |
| Employer contribution / active EE | $492 | $5,743-91.4% | $4,092-88.0% | $4,763-89.7% |
| Participant deferral / active EE | $685 | $4,362-84.3% | $3,603-81.0% | $5,851-88.3% |
| Admin fee / account holder | $36 | $7,131-99.5% | $5,463-99.3% | $11,598-99.7% |