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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 | $323,458-99.8% | $282,424-99.8% | $380,063-99.9% |
| Participation rate | 50.0% | 40.6%+9.4pp | 27.9%+22.1pp | 27.7%+22.3pp |
| Annual return | 0.00% | 3.54%-3.5pp | 3.87%-3.9pp | 15.59%-15.6pp |
| Employer contribution / active EE | $0 | $31,139-100.0% | $28,590-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $13,003-100.0% | $8,735-100.0% | $21,009-100.0% |