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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 | $396 | $75,541-99.5% | $152,093-99.7% | $82,637-99.5% |
| Participation rate | 38.2% | 66.5%-28.3pp | 77.8%-39.5pp | 68.1%-29.8pp |
| Annual return | 12.23% | 32.56%-20.3pp | 66.36%-54.1pp | 53.51%-41.3pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $18 | $6,405-99.7% | $14,497-99.9% | $7,339-99.8% |