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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 | $780 | $91,179-99.1% | $178,499-99.6% | $79,852-99.0% |
| Participation rate | 63.5% | 69.2%-5.7pp | 81.9%-18.4pp | 69.6%-6.1pp |
| Annual return | 3.01% | 24.19%-21.2pp | 151.10%-148.1pp | 31.72%-28.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $6,749-100.0% | $13,986-100.0% | $5,306-100.0% |