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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 | $632 | $106,749-99.4% | $145,433-99.6% | $82,448-99.2% |
| Participation rate | 6.7% | 75.6%-69.0pp | 82.1%-75.5pp | 68.1%-61.4pp |
| Annual return | 10.69% | 27.59%-16.9pp | 66.58%-55.9pp | 41.64%-30.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3 | $8,390-100.0% | $13,129-100.0% | $7,234-100.0% |