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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 | $1,509 | $91,439-98.3% | $135,974-98.9% | $71,511-97.9% |
| Participation rate | 5.7% | 75.7%-70.0pp | 81.9%-76.3pp | 67.9%-62.3pp |
| Annual return | 15.20% | 29.90%-14.7pp | 68.30%-53.1pp | 28.86%-13.7pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |