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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 | $20,464 | $94,436-78.3% | $115,599-82.3% | $82,637-75.2% |
| Participation rate | 60.0% | 70.4%-10.4pp | 74.3%-14.3pp | 68.1%-8.1pp |
| Annual return | 3.52% | 18.37%-14.8pp | 111.10%-107.6pp | 53.51%-50.0pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $3,955-100.0% | $4,889-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $10,328-100.0% | $12,841-100.0% | $7,339-100.0% |