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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 | $71,057-95.4% | $93,654-96.5% | $80,874-96.0% |
| Participation rate | 2.9% | 60.4%-57.5pp | 68.7%-65.8pp | 67.6%-64.7pp |
| Annual return | 7.31% | 11.26%-4.0pp | 133.34%-126.0pp | 35.62%-28.3pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,413-100.0% | $4,297-100.0% |
| Admin fee / account holder | $35 | $6,944-99.5% | $8,282-99.6% | $6,935-99.5% |