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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 | $5,168 | $104,709-95.1% | $85,705-94.0% | $167,553-96.9% |
| Participation rate | 63.6% | 76.4%-12.7pp | 69.9%-6.2pp | 82.1%-18.5pp |
| Annual return | 1.93% | 21.45%-19.5pp | 21.49%-19.6pp | 478.89%-477.0pp |
| Employer contribution / active EE | $1,203 | $3,338-64.0% | $2,619-54.1% | $4,840-75.1% |
| Participant deferral / active EE | $0 | $4,827-100.0% | $3,924-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $10,036-100.0% | $6,877-100.0% | $12,316-100.0% |