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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 | $8,912 | $211,105-95.8% | $178,449-95.0% | $145,978-93.9% |
| Participation rate | 6.7% | 80.8%-74.1pp | 77.1%-70.4pp | 80.3%-73.6pp |
| Annual return | 3.64% | 30.19%-26.5pp | 27.09%-23.4pp | 550.52%-546.9pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,277-100.0% | $6,690-100.0% |
| Admin fee / account holder | $20 | $12,017-99.8% | $10,362-99.8% | $13,400-99.9% |