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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 | $3,787 | $157,304-97.6% | $141,197-97.3% | $152,909-97.5% |
| Participation rate | 9.1% | 84.8%-75.7pp | 82.5%-73.4pp | 82.5%-73.4pp |
| Annual return | 12.83% | 64.34%-51.5pp | 71.41%-58.6pp | 345.46%-332.6pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $266 | $12,126-97.8% | $10,265-97.4% | $11,601-97.7% |