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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 | $1,902 | $55,902-96.6% | $76,030-97.5% | $80,959-97.7% |
| Participation rate | 3.7% | 62.1%-58.4pp | 69.1%-65.4pp | 67.7%-64.0pp |
| Annual return | 8.50% | 20.59%-12.1pp | 361.54%-353.0pp | 35.67%-27.2pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $99 | $5,239-98.1% | $6,421-98.5% | $6,925-98.6% |