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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 | $1,456 | $77,419-98.1% | $69,461-97.9% | $152,885-99.0% |
| Participation rate | 57.1% | 78.1%-21.0pp | 74.6%-17.5pp | 82.5%-25.3pp |
| Annual return | 0.78% | 39.07%-38.3pp | 28.97%-28.2pp | 345.39%-344.6pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $14 | $6,207-99.8% | $3,840-99.6% | $11,598-99.9% |