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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 | $1,832 | $47,479-96.1% | $62,929-97.1% | $82,448-97.8% |
| Participation rate | 65.5% | 66.9%-1.4pp | 73.1%-7.6pp | 68.1%-2.6pp |
| Annual return | 4.46% | 20.34%-15.9pp | 1063.93%-1059.5pp | 41.64%-37.2pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $262 | $3,804-93.1% | $5,065-94.8% | $7,234-96.4% |