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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 | $235,536 | $176,786+33.2% | $146,643+60.6% | $167,536+40.6% |
| Participation rate | 60.0% | 83.6%-23.6pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 1.37% | 24.04%-22.7pp | 22.75%-21.4pp | 478.82%-477.4pp |
| Employer contribution / active EE | $2,081 | $5,161-59.7% | $4,137-49.7% | $4,839-57.0% |
| Participant deferral / active EE | $10,400 | $6,440+61.5% | $5,506+88.9% | $6,342+64.0% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |