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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 | $11,165 | $183,627-93.9% | $155,602-92.8% | $145,978-92.4% |
| Participation rate | 54.5% | 82.7%-28.1pp | 78.2%-23.7pp | 80.3%-25.7pp |
| Annual return | 3.54% | 61.32%-57.8pp | 64.81%-61.3pp | 550.52%-547.0pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $62 | $19,327-99.7% | $15,923-99.6% | $13,400-99.5% |