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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 | $17,433 | $86,919-79.9% | $102,457-83.0% | $80,911-78.5% |
| Participation rate | 57.7% | 72.4%-14.6pp | 76.5%-18.8pp | 67.6%-9.9pp |
| Annual return | 0.00% | 18.90%-18.9pp | 29.41%-29.4pp | 35.63%-35.6pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $8,049-100.0% | $9,451-100.0% | $6,935-100.0% |