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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 | $10,980 | $104,251-89.5% | $91,004-87.9% | $147,585-92.6% |
| Participation rate | 44.4% | 78.2%-33.8pp | 75.6%-31.2pp | 82.8%-38.4pp |
| Annual return | 2.94% | 27.06%-24.1pp | 4.60%-1.7pp | 578.58%-575.6pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,621 | $4,195-37.5% | $3,548-26.1% | $5,439-51.8% |
| Admin fee / account holder | $132 | $8,948-98.5% | $5,417-97.6% | $10,886-98.8% |