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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 | $139,547 | $69,977+99.4% | $108,582+28.5% | $62,881+121.9% |
| Participation rate | 60.0% | 72.9%-12.9pp | 79.6%-19.6pp | 69.3%-9.3pp |
| Annual return | -1.48% | 10.73%-12.2pp | -51.70%+50.2pp | 20.14%-21.6pp |
| Employer contribution / active EE | $547 | $2,135-74.4% | $3,758-85.5% | $2,281-76.0% |
| Participant deferral / active EE | $2,312 | $3,165-27.0% | $4,311-46.4% | $3,203-27.8% |
| Admin fee / account holder | $31 | $5,076-99.4% | $7,645-99.6% | $4,296-99.3% |