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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 | $10,553 | $73,518-85.6% | $63,003-83.2% | $147,585-92.8% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 6.42% | 175.46%-169.0pp | 87.59%-81.2pp | 578.57%-572.2pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,006 | $4,183-75.9% | $3,329-69.8% | $5,439-81.5% |
| Admin fee / account holder | $71 | $5,952-98.8% | $3,600-98.0% | $10,885-99.4% |