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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 | $8,275 | $115,810-92.9% | $101,271-91.8% | $158,966-94.8% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 7.26% | 56.15%-48.9pp | 46.48%-39.2pp | 302.95%-295.7pp |
| Employer contribution / active EE | $793 | $4,175-81.0% | $3,660-78.3% | $4,762-83.4% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $246 | $7,248-96.6% | $5,948-95.9% | $11,250-97.8% |