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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 | $178,826 | $83,337+114.6% | $67,834+163.6% | $273,972-34.7% |
| Participation rate | 30.0% | 76.4%-46.4pp | 68.8%-38.8pp | 83.0%-53.0pp |
| Annual return | 0.60% | 259.45%-258.8pp | 138.47%-137.9pp | 41.46%-40.9pp |
| Employer contribution / active EE | $615 | $3,287-81.3% | $2,403-74.4% | $4,869-87.4% |
| Participant deferral / active EE | $3,681 | $4,088-9.9% | $3,160+16.5% | $5,287-30.4% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |