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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 | $11,295 | $101,591-88.9% | $147,096-92.3% | $74,429-84.8% |
| Participation rate | 0.0% | 75.5%-75.5pp | 82.2%-82.2pp | 67.2%-67.2pp |
| Annual return | 7.72% | 8746.45%-8738.7pp | 419.75%-412.0pp | 1368.38%-1360.7pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $156 | $1,750-91.1% | $13,005-98.8% | $1,944-92.0% |