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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 | $4,154 | $85,766-95.2% | $136,295-97.0% | $70,131-94.1% |
| Participation rate | 42.5% | 74.2%-31.6pp | 81.9%-39.4pp | 69.5%-27.0pp |
| Annual return | 7.51% | 31.45%-23.9pp | 5155.97%-5148.5pp | 73.14%-65.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $35 | $5,420-99.4% | $9,243-99.6% | $4,645-99.2% |