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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 | $114 | $81,331-99.9% | $155,534-99.9% | $80,935-99.9% |
| Participation rate | 62.0% | 66.3%-4.3pp | 78.2%-16.2pp | 67.7%-5.7pp |
| Annual return | 7.10% | 33.37%-26.3pp | 64.92%-57.8pp | 35.66%-28.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6 | $7,999-99.9% | $15,900-100.0% | $6,924-99.9% |