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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 | $2,967 | $71,809-95.9% | $61,048-95.1% | $152,909-98.1% |
| Participation rate | 14.3% | 84.2%-69.9pp | 79.3%-65.0pp | 82.5%-68.2pp |
| Annual return | 5.01% | 29.74%-24.7pp | 26.18%-21.2pp | 345.46%-340.5pp |
| Employer contribution / active EE | $0 | $4,545-100.0% | $3,716-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,467-100.0% | $4,470-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $4,750-100.0% | $3,728-100.0% | $11,601-100.0% |