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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 | $4,272 | $78,520-94.6% | $96,576-95.6% | $82,448-94.8% |
| Participation rate | 3.2% | 77.7%-74.5pp | 81.4%-78.2pp | 68.1%-64.8pp |
| Annual return | 10.73% | 41.30%-30.6pp | 38.47%-27.7pp | 41.64%-30.9pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $6,754-100.0% | $7,956-100.0% | $4,139-100.0% |
| Admin fee / account holder | $18 | $13,455-99.9% | $11,381-99.8% | $7,234-99.8% |