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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 | $3,749 | $124,330-97.0% | $109,173-96.6% | $167,536-97.8% |
| Participation rate | 33.3% | 79.5%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 8.01% | 26.04%-18.0pp | 25.75%-17.7pp | 478.82%-470.8pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $16 | $7,974-99.8% | $6,755-99.8% | $12,315-99.9% |