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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 | $314 | $102,429-99.7% | $147,096-99.8% | $80,925-99.6% |
| Participation rate | 46.7% | 75.9%-29.2pp | 82.2%-35.5pp | 67.7%-21.0pp |
| Annual return | 11.56% | 135.02%-123.5pp | 419.75%-408.2pp | 35.65%-24.1pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1 | $7,957-100.0% | $13,005-100.0% | $6,940-100.0% |