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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 | $3,266 | $71,197-95.4% | $93,669-96.5% | $80,925-96.0% |
| Participation rate | 2.9% | 60.4%-57.5pp | 68.7%-65.8pp | 67.7%-64.7pp |
| Annual return | 7.31% | 11.27%-4.0pp | 133.59%-126.3pp | 35.65%-28.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $35 | $6,959-99.5% | $8,291-99.6% | $6,940-99.5% |