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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 | $420 | $106,864-99.6% | $147,318-99.7% | $82,637-99.5% |
| Participation rate | 55.6% | 75.5%-19.9pp | 82.1%-26.5pp | 68.1%-12.5pp |
| Annual return | 13.21% | 27.49%-14.3pp | 70.43%-57.2pp | 53.51%-40.3pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $19 | $8,415-99.8% | $13,708-99.9% | $7,339-99.7% |