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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 | $90,331 | $89,370+1.1% | $141,197-36.0% | $72,976+23.8% |
| Participation rate | 53.8% | 75.1%-21.3pp | 82.5%-28.6pp | 69.5%-15.6pp |
| Annual return | 4.78% | 111.88%-107.1pp | 71.41%-66.6pp | 81.02%-76.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,378 | $5,419+17.7% | $6,710-5.0% | $3,608+76.8% |
| Admin fee / account holder | $83 | $5,957-98.6% | $10,265-99.2% | $5,124-98.4% |