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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 | $78,858 | $84,236-6.4% | $170,435-53.7% | $70,126+12.5% |
| Participation rate | 57.7% | 70.8%-13.1pp | 83.6%-25.9pp | 69.5%-11.8pp |
| Annual return | 8.90% | 23.06%-14.2pp | 205.94%-197.0pp | 73.15%-64.2pp |
| Employer contribution / active EE | $4,037 | $3,387+19.2% | $5,432-25.7% | $2,343+72.3% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5 | $5,698-99.9% | $13,881-100.0% | $4,645-99.9% |