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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 | $77,233 | $52,306+47.7% | $69,779+10.7% | $62,881+22.8% |
| Participation rate | 34.2% | 67.2%-33.0pp | 71.8%-37.6pp | 69.3%-35.1pp |
| Annual return | -1.93% | 13.35%-15.3pp | 12.99%-14.9pp | 20.14%-22.1pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,131 | $2,395-11.0% | $2,931-27.3% | $3,203-33.5% |
| Admin fee / account holder | $0 | $3,691-100.0% | $4,381-100.0% | $4,296-100.0% |