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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 | $20,154 | $99,079-79.7% | $78,002-74.2% | $273,972-92.6% |
| Participation rate | 17.4% | 78.6%-61.2pp | 75.5%-58.1pp | 83.0%-65.6pp |
| Annual return | 1.31% | 217.93%-216.6pp | 425.99%-424.7pp | 41.46%-40.1pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,274 | $4,306-70.4% | $3,497-63.6% | $5,287-75.9% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |