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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 | $1,767 | $102,382-98.3% | $147,005-98.8% | $80,874-97.8% |
| Participation rate | 34.2% | 75.8%-41.6pp | 82.2%-48.0pp | 67.6%-33.4pp |
| Annual return | 7.35% | 134.89%-127.5pp | 418.76%-411.4pp | 35.62%-28.3pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $70 | $7,942-99.1% | $13,006-99.5% | $6,935-99.0% |