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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 | $2,886 | $88,754-96.7% | $81,820-96.5% | $145,877-98.0% |
| Participation rate | 55.6% | 75.1%-19.5pp | 72.4%-16.8pp | 80.3%-24.7pp |
| Annual return | 8.68% | 1031.77%-1023.1pp | 777.93%-769.3pp | 551.28%-542.6pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $766 | $4,648-83.5% | $4,323-82.3% | $6,691-88.6% |
| Admin fee / account holder | $211 | $8,424-97.5% | $7,391-97.1% | $13,402-98.4% |