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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 | $5,556 | $175,231-96.8% | $149,696-96.3% | $139,466-96.0% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 9.55% | 166.77%-157.2pp | 134.46%-124.9pp | 373.66%-364.1pp |
| Employer contribution / active EE | $2,295 | $5,478-58.1% | $4,821-52.4% | $4,754-51.7% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $17 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |