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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 | $129,517 | $52,678+145.9% | $75,784+70.9% | $59,633+117.2% |
| Participation rate | 48.3% | 67.2%-18.9pp | 75.8%-27.5pp | 68.7%-20.4pp |
| Annual return | -3.05% | 2.95%-6.0pp | 9.68%-12.7pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $1,108 | $2,193-49.5% | $3,323-66.7% | $2,203-49.7% |
| Participant deferral / active EE | $3,158 | $2,591+21.9% | $3,652-13.5% | $3,192-1.1% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,300-100.0% | $4,297-100.0% |