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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 | $7,373 | $56,544-87.0% | $75,501-90.2% | $70,126-89.5% |
| Participation rate | 36.4% | 68.1%-31.8pp | 72.4%-36.0pp | 69.5%-33.2pp |
| Annual return | 0.00% | 23.59%-23.6pp | 27.35%-27.4pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,827-100.0% | $5,801-100.0% | $4,645-100.0% |