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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 | $8,093 | $111,830-92.8% | $93,696-91.4% | $145,884-94.5% |
| Participation rate | 8.3% | 74.2%-65.9pp | 68.7%-60.4pp | 80.3%-72.0pp |
| Annual return | 7.42% | 204.08%-196.7pp | 133.74%-126.3pp | 551.85%-544.4pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $73 | $10,249-99.3% | $8,287-99.1% | $13,392-99.5% |