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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 | $500 | $273,772-99.8% | $255,499-99.8% | $328,120-99.8% |
| Participation rate | 50.0% | 41.4%+8.6pp | 32.7%+17.3pp | 34.1%+15.9pp |
| Annual return | 0.00% | 6.69%-6.7pp | 6.84%-6.8pp | 13.02%-13.0pp |
| Employer contribution / active EE | $0 | $31,317-100.0% | $29,902-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $13-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,241-100.0% | $39,117-100.0% |