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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 | $8,128 | $144,130-94.4% | $117,861-93.1% | $147,586-94.5% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 0.83% | 531.20%-530.4pp | 335.11%-334.3pp | 578.59%-577.8pp |
| Employer contribution / active EE | $2,481 | $4,897-49.3% | $3,786-34.5% | $4,876-49.1% |
| Participant deferral / active EE | $2,481 | $5,316-53.3% | $4,482-44.6% | $5,439-54.4% |
| Admin fee / account holder | $95 | $10,887-99.1% | $8,021-98.8% | $10,886-99.1% |