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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 | $6,052 | $90,538-93.3% | $88,457-93.2% | $154,746-96.1% |
| Participation rate | 16.7% | 80.9%-64.2pp | 78.6%-62.0pp | 80.7%-64.0pp |
| Annual return | 3.08% | 37.97%-34.9pp | 32.69%-29.6pp | 172.34%-169.3pp |
| Employer contribution / active EE | $0 | $4,914-100.0% | $4,681-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $5,667-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $10,337-100.0% | $9,606-100.0% | $14,365-100.0% |