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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 | $164 | $51,642-99.7% | $129,384-99.9% | $80,935-99.8% |
| Participation rate | 60.7% | 56.9%+3.8pp | 69.6%-8.9pp | 67.7%-6.9pp |
| Annual return | 10.17% | 20.78%-10.6pp | 9461.77%-9451.6pp | 35.66%-25.5pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,166-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $4,312-100.0% | $7,686-100.0% | $6,924-100.0% |