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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 | $2,751 | $81,504-96.6% | $102,437-97.3% | $80,959-96.6% |
| Participation rate | 3.6% | 66.9%-63.3pp | 74.5%-70.9pp | 67.7%-64.1pp |
| Annual return | 7.42% | 25.60%-18.2pp | 24.95%-17.5pp | 35.67%-28.2pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $12 | $6,719-99.8% | $8,388-99.9% | $6,925-99.8% |