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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 | $319 | $59,440-99.5% | $78,004-99.6% | $82,637-99.6% |
| Participation rate | 62.9% | 62.8%+0.1pp | 69.4%-6.5pp | 68.1%-5.1pp |
| Annual return | 12.60% | 40.24%-27.6pp | 31.07%-18.5pp | 53.51%-40.9pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $3,138-100.0% | $4,092-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,504-100.0% | $7,578-100.0% | $7,339-100.0% |