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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 | $6,002 | $53,774-88.8% | $134,162-95.5% | $79,852-92.5% |
| Participation rate | 14.8% | 58.8%-44.0pp | 72.2%-57.4pp | 69.6%-54.8pp |
| Annual return | 10.00% | 19.01%-9.0pp | 36.35%-26.3pp | 31.72%-21.7pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,500-100.0% | $3,740-100.0% |
| Admin fee / account holder | $32 | $3,985-99.2% | $6,685-99.5% | $5,306-99.4% |