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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 | $2,963 | $72,446-95.9% | $67,561-95.6% | $145,877-98.0% |
| Participation rate | 23.5% | 76.9%-53.3pp | 72.9%-49.4pp | 80.3%-56.8pp |
| Annual return | 6.53% | 7211.98%-7205.5pp | 3525.44%-3518.9pp | 551.28%-544.8pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,003-100.0% | $6,691-100.0% |
| Admin fee / account holder | $63 | $5,541-98.9% | $4,006-98.4% | $13,402-99.5% |