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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 | $147,932 | $385,501-61.6% | $350,496-57.8% | $248,183-40.4% |
| Participation rate | 33.3% | 44.6%-11.3pp | 31.4%+1.9pp | 45.9%-12.6pp |
| Annual return | 0.08% | 13.23%-13.2pp | 12.88%-12.8pp | 10.21%-10.1pp |
| Employer contribution / active EE | $75,577 | $45,589+65.8% | $40,010+88.9% | $42,272+78.8% |
| Participant deferral / active EE | $0 | $72-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,618-100.0% | $7,226-100.0% | $13,518-100.0% |