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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 | $2,782 | $69,248-96.0% | $64,101-95.7% | $139,466-98.0% |
| Participation rate | 23.5% | 75.6%-52.1pp | 72.3%-48.8pp | 80.3%-56.8pp |
| Annual return | 9.69% | 45.95%-36.3pp | 33.72%-24.0pp | 373.66%-364.0pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,881-100.0% | $6,712-100.0% |
| Admin fee / account holder | $62 | $4,247-98.5% | $3,070-98.0% | $11,409-99.5% |