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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 | $588 | $52,580-98.9% | $71,671-99.2% | $70,126-99.2% |
| Participation rate | 6.9% | 60.9%-54.0pp | 68.7%-61.8pp | 69.5%-62.6pp |
| Annual return | 5.47% | 20.25%-14.8pp | 20.65%-15.2pp | 73.15%-67.7pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $44 | $3,653-98.8% | $5,558-99.2% | $4,645-99.1% |