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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 | $4,821 | $149,741-96.8% | $118,914-95.9% | $158,982-97.0% |
| Participation rate | 40.0% | 82.1%-42.1pp | 75.4%-35.4pp | 82.0%-42.0pp |
| Annual return | 1.00% | 19.94%-18.9pp | 35.89%-34.9pp | 302.99%-302.0pp |
| Employer contribution / active EE | $0 | $4,119-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,725 | $5,226-67.0% | $4,266-59.6% | $5,983-71.2% |
| Admin fee / account holder | $0 | $8,607-100.0% | $6,582-100.0% | $11,252-100.0% |