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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 | $218,046 | $106,918+103.9% | $84,021+159.5% | $152,897+42.6% |
| Participation rate | 57.1% | 75.2%-18.1pp | 69.0%-11.9pp | 82.5%-25.3pp |
| Annual return | 4.04% | 105.01%-101.0pp | 71.32%-67.3pp | 345.43%-341.4pp |
| Employer contribution / active EE | $943 | $2,735-65.5% | $1,984-52.5% | $4,764-80.2% |
| Participant deferral / active EE | $5,457 | $4,012+36.0% | $3,239+68.5% | $5,851-6.7% |
| Admin fee / account holder | $1 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |