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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 | $6,508 | $159,978-95.9% | $147,041-95.6% | $145,978-95.5% |
| Participation rate | 26.3% | 84.0%-57.7pp | 82.2%-55.9pp | 80.3%-54.0pp |
| Annual return | 8.11% | 98.36%-90.3pp | 419.21%-411.1pp | 550.52%-542.4pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $29 | $15,053-99.8% | $13,006-99.8% | $13,400-99.8% |