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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 | $84,570-92.8% | $85,946-93.0% | $155,188-96.1% |
| Participation rate | 16.7% | 78.8%-62.2pp | 77.2%-60.5pp | 80.8%-64.1pp |
| Annual return | 3.08% | 35.96%-32.9pp | 31.33%-28.2pp | 148.84%-145.8pp |
| Employer contribution / active EE | $0 | $4,651-100.0% | $4,539-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,847-100.0% | $5,465-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $12,225-100.0% | $11,250-100.0% | $14,480-100.0% |