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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 | $4,824 | $55,930-91.4% | $76,089-93.7% | $80,925-94.0% |
| Participation rate | 2.5% | 62.1%-59.6pp | 69.1%-66.6pp | 67.7%-65.2pp |
| Annual return | 9.14% | 20.58%-11.4pp | 360.94%-351.8pp | 35.65%-26.5pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $5,241-100.0% | $6,418-100.0% | $6,940-100.0% |