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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 | $2,118 | $100,073-97.9% | $85,126-97.5% | $145,877-98.5% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 4.32% | 84.11%-79.8pp | 66.63%-62.3pp | 551.28%-547.0pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,520 | $5,294-71.3% | $4,523-66.4% | $6,691-77.3% |
| Admin fee / account holder | $104 | $7,261-98.6% | $6,160-98.3% | $13,402-99.2% |