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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 | $10,039 | $141,004-92.9% | $112,273-91.1% | $139,466-92.8% |
| Participation rate | 18.8% | 79.2%-60.5pp | 72.4%-53.7pp | 80.3%-61.6pp |
| Annual return | 0.22% | 32.75%-32.5pp | 30.23%-30.0pp | 373.66%-373.4pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,409-100.0% |