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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,410 | $93,346+105.1% | $71,796+166.6% | $273,972-30.1% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.1%-29.1pp | 83.0%-43.0pp |
| Annual return | 0.14% | 130.39%-130.2pp | 78.04%-77.9pp | 41.46%-41.3pp |
| Employer contribution / active EE | $1,501 | $2,733-45.1% | $1,924-22.0% | $4,869-69.2% |
| Participant deferral / active EE | $9,600 | $3,475+176.3% | $2,794+243.5% | $5,287+81.6% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |