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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 | $459 | $115,225-99.6% | $100,712-99.5% | $138,895-99.7% |
| Participation rate | 13.6% | 74.3%-60.7pp | 69.3%-55.6pp | 79.9%-66.3pp |
| Annual return | 9.29% | 40.35%-31.1pp | 33.27%-24.0pp | 145.39%-136.1pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |