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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 | $8,158 | $102,635-92.1% | $86,209-90.5% | $139,456-94.2% |
| Participation rate | 44.4% | 74.5%-30.1pp | 69.0%-24.5pp | 80.3%-35.9pp |
| Annual return | 8.28% | 1923.53%-1915.3pp | 1169.05%-1160.8pp | 373.45%-365.2pp |
| Employer contribution / active EE | $603 | $3,034-80.1% | $2,381-74.7% | $4,753-87.3% |
| Participant deferral / active EE | $1,493 | $4,677-68.1% | $3,986-62.6% | $6,711-77.8% |
| Admin fee / account holder | $65 | $8,661-99.3% | $6,853-99.1% | $11,407-99.4% |