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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 | $232,123 | $96,508+140.5% | $75,901+205.8% | $152,897+51.8% |
| Participation rate | 29.4% | 76.2%-46.8pp | 69.3%-39.9pp | 82.5%-53.0pp |
| Annual return | 6.58% | 33.99%-27.4pp | 30.76%-24.2pp | 345.43%-338.8pp |
| Employer contribution / active EE | $560 | $3,310-83.1% | $2,501-77.6% | $4,764-88.2% |
| Participant deferral / active EE | $4,507 | $4,554-1.0% | $3,603+25.1% | $5,851-23.0% |
| Admin fee / account holder | $0 | $8,081-100.0% | $5,420-100.0% | $11,599-100.0% |