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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 | $9,715 | $58,099-83.3% | $76,872-87.4% | $75,173-87.1% |
| Participation rate | 0.0% | 63.9%-63.9pp | 69.6%-69.6pp | 67.2%-67.2pp |
| Annual return | 11.38% | 26.71%-15.3pp | 37.90%-26.5pp | 160.72%-149.3pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,533-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,832-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8 | $4,778-99.8% | $5,476-99.9% | $5,651-99.9% |