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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 | $3,340 | $81,476-95.9% | $102,383-96.7% | $80,925-95.9% |
| Participation rate | 67.7% | 66.8%+0.9pp | 74.5%-6.8pp | 67.7%+0.1pp |
| Annual return | 2.77% | 25.59%-22.8pp | 24.94%-22.2pp | 35.65%-32.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,391-100.0% | $6,940-100.0% |