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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 | $2,561 | $73,955-96.5% | $96,520-97.3% | $75,181-96.6% |
| Participation rate | 4.0% | 66.4%-62.4pp | 74.3%-70.3pp | 67.2%-63.2pp |
| Annual return | 10.15% | 26.72%-16.6pp | 35.72%-25.6pp | 160.69%-150.5pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11 | $5,217-99.8% | $6,733-99.8% | $5,650-99.8% |