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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 | $3,123 | $87,132-96.4% | $105,624-97.0% | $80,959-96.1% |
| Participation rate | 2.2% | 70.4%-68.2pp | 75.3%-73.1pp | 67.7%-65.4pp |
| Annual return | 8.89% | 17.03%-8.1pp | 116.20%-107.3pp | 35.67%-26.8pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $81 | $8,449-99.0% | $10,961-99.3% | $6,925-98.8% |