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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 | $3,704 | $73,978-95.0% | $96,515-96.2% | $75,173-95.1% |
| Participation rate | 31.8% | 66.4%-34.6pp | 74.3%-42.5pp | 67.2%-35.4pp |
| Annual return | 12.69% | 26.72%-14.0pp | 35.73%-23.0pp | 160.72%-148.0pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $172 | $5,219-96.7% | $6,735-97.4% | $5,651-96.9% |