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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 | $211,288-95.8% | $178,540-95.0% | $145,884-93.9% |
| Participation rate | 6.7% | 80.8%-74.1pp | 77.1%-70.4pp | 80.3%-73.6pp |
| Annual return | 3.64% | 30.27%-26.6pp | 27.15%-23.5pp | 551.85%-548.2pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $20 | $12,105-99.8% | $10,424-99.8% | $13,392-99.9% |