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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 | $7,968 | $7,9680% | $144,462-94.5% | $46,757-83.0% |
| Participation rate | 65.4% | 1.3%+64.1pp | 11.7%+53.7pp | 11.3%+54.1pp |
| Annual return | 6.82% | 11.14%-4.3pp | 16.78%-10.0pp | 10.41%-3.6pp |
| Employer contribution / active EE | $0 | $14,043-100.0% | $26,328-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $91-100.0% | $97-100.0% | $58-100.0% |
| Admin fee / account holder | $110 | $1100% | $20,893-99.5% | $2,646-95.8% |