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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 | $428 | $91,019-99.5% | $392,568-99.9% | $72,976-99.4% |
| Participation rate | 25.7% | 74.4%-48.7pp | 78.1%-52.3pp | 69.5%-43.8pp |
| Annual return | -0.01% | 20.00%-20.0pp | 24.42%-24.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $0 | $2,751-100.0% | $3,783-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $4,570-100.0% | $5,985-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $4,895-100.0% | $6,260-100.0% | $5,124-100.0% |