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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 | $3,880 | $86,298-95.5% | $111,308-96.5% | $85,847-95.5% |
| Participation rate | 59.5% | 73.3%-13.9pp | 77.3%-17.9pp | 69.3%-9.9pp |
| Annual return | 5.81% | 19.99%-14.2pp | 54.67%-48.9pp | 318.61%-312.8pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $228 | $8,189-97.2% | $7,965-97.1% | $6,261-96.4% |