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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 | $724 | $74,535-99.0% | $100,712-99.3% | $82,637-99.1% |
| Participation rate | 14.8% | 61.2%-46.4pp | 69.3%-54.5pp | 68.1%-53.2pp |
| Annual return | 9.59% | 18.92%-9.3pp | 33.27%-23.7pp | 53.51%-43.9pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,085-100.0% | $4,126-100.0% |
| Admin fee / account holder | $65 | $6,576-99.0% | $9,256-99.3% | $7,339-99.1% |