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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 | $76 | $49,976-99.8% | $66,674-99.9% | $82,637-99.9% |
| Participation rate | 40.7% | 63.1%-22.4pp | 73.7%-32.9pp | 68.1%-27.3pp |
| Annual return | 12.75% | 39.09%-26.3pp | 321.24%-308.5pp | 53.51%-40.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $2,847-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,594-100.0% | $5,098-100.0% | $7,339-100.0% |