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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 | $8,231 | $48,011-82.9% | $63,803-87.1% | $82,637-90.0% |
| Participation rate | 12.0% | 66.6%-54.6pp | 72.7%-60.7pp | 68.1%-56.1pp |
| Annual return | 10.05% | 19.84%-9.8pp | 543.72%-533.7pp | 53.51%-43.5pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $2,846-100.0% | $3,843-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $3,873-100.0% | $5,196-100.0% | $7,339-100.0% |