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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 | $77,792 | $85,766-9.3% | $136,298-42.9% | $70,126+10.9% |
| Participation rate | 56.0% | 74.2%-18.2pp | 81.9%-25.9pp | 69.5%-13.5pp |
| Annual return | 14.14% | 31.46%-17.3pp | 5156.27%-5142.1pp | 73.15%-59.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,171 | $5,051-17.4% | $6,247-33.2% | $3,332+25.2% |
| Admin fee / account holder | $98 | $5,421-98.2% | $9,244-98.9% | $4,645-97.9% |