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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 | $99,635-93.9% | $99,460-93.9% | $198,609-97.0% |
| Participation rate | 16.7% | 81.4%-64.7pp | 78.6%-61.9pp | 82.4%-65.7pp |
| Annual return | 3.08% | 11.15%-8.1pp | 11.98%-8.9pp | 202.70%-199.6pp |
| Employer contribution / active EE | $0 | $6,694-100.0% | $6,049-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,766-100.0% | $5,995-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $22,915-100.0% | $18,725-100.0% | $19,030-100.0% |