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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 | $6,369 | $81,331-92.2% | $155,534-95.9% | $80,935-92.1% |
| Participation rate | 14.3% | 66.3%-52.0pp | 78.2%-63.9pp | 67.7%-53.4pp |
| Annual return | 8.61% | 33.37%-24.8pp | 64.92%-56.3pp | 35.66%-27.0pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,341 | $3,454-61.2% | $5,630-76.2% | $4,299-68.8% |
| Admin fee / account holder | $224 | $7,999-97.2% | $15,900-98.6% | $6,924-96.8% |