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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 | $13,280 | $61,338-78.4% | $149,717-91.1% | $71,495-81.4% |
| Participation rate | 2.3% | 62.5%-60.3pp | 78.8%-76.5pp | 67.9%-65.7pp |
| Annual return | 11.63% | 35.86%-24.2pp | 134.41%-122.8pp | 28.85%-17.2pp |
| Employer contribution / active EE | $0 | $2,381-100.0% | $4,820-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $7 | $1,263-99.5% | $13,213-100.0% | $1,588-99.6% |