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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 | $48,011-96.2% | $63,803-97.1% | $82,637-97.8% |
| Participation rate | 65.5% | 66.6%-1.1pp | 72.7%-7.2pp | 68.1%-2.5pp |
| Annual return | 4.46% | 19.84%-15.4pp | 543.72%-539.3pp | 53.51%-49.1pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $2,846-100.0% | $3,843-100.0% | $4,126-100.0% |
| Admin fee / account holder | $262 | $3,873-93.2% | $5,196-95.0% | $7,339-96.4% |