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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 | $2,965 | $105,198-97.2% | $159,455-98.1% | $85,856-96.5% |
| Participation rate | 9.1% | 75.8%-66.7pp | 82.8%-73.7pp | 69.3%-60.2pp |
| Annual return | 3.28% | 45.08%-41.8pp | 263.63%-260.4pp | 318.58%-315.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,800-100.0% | $6,261-100.0% |