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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 | $10,241 | $85,171-88.0% | $172,753-94.1% | $72,976-86.0% |
| Participation rate | 54.2% | 70.1%-15.9pp | 82.6%-28.5pp | 69.5%-15.3pp |
| Annual return | 6.05% | 27.32%-21.3pp | 803.00%-796.9pp | 81.02%-75.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $985 | $3,260-69.8% | $5,198-81.0% | $3,608-72.7% |
| Admin fee / account holder | $119 | $5,880-98.0% | $13,956-99.1% | $5,124-97.7% |