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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 | $4,850 | $154,193-96.9% | $130,045-96.3% | $139,466-96.5% |
| Participation rate | 22.7% | 82.0%-59.2pp | 78.5%-55.8pp | 80.3%-57.6pp |
| Annual return | 6.57% | 32.51%-25.9pp | -137.30%+143.9pp | 373.66%-367.1pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $25 | $13,989-99.8% | $10,600-99.8% | $11,409-99.8% |