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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 | $4,205 | $51,638-91.9% | $129,406-96.8% | $80,959-94.8% |
| Participation rate | 8.9% | 56.9%-48.0pp | 69.6%-60.7pp | 67.7%-58.7pp |
| Annual return | 11.08% | 20.78%-9.7pp | 9468.18%-9457.1pp | 35.67%-24.6pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,300-100.0% |
| Admin fee / account holder | $67 | $4,313-98.5% | $7,689-99.1% | $6,925-99.0% |