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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 | $105,393 | $99,345+6.1% | $84,753+24.4% | $273,972-61.5% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | -3.82% | 22.93%-26.8pp | 22.78%-26.6pp | 41.46%-45.3pp |
| Employer contribution / active EE | $1,952 | $4,214-53.7% | $3,574-45.4% | $4,869-59.9% |
| Participant deferral / active EE | $9,000 | $4,270+110.8% | $3,712+142.5% | $5,287+70.2% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |