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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 | $707 | $156,927-99.5% | $121,169-99.4% | $139,456-99.5% |
| Participation rate | 23.5% | 76.4%-52.9pp | 69.5%-46.0pp | 80.3%-56.8pp |
| Annual return | 6.93% | 1475.85%-1468.9pp | 986.71%-979.8pp | 373.45%-366.5pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $313 | $4,848-93.5% | $4,083-92.3% | $6,711-95.3% |
| Admin fee / account holder | $199 | $6,946-97.1% | $5,645-96.5% | $11,407-98.3% |