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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 | $100,826 | $70,430+43.2% | $96,572+4.4% | $85,851+17.4% |
| Participation rate | 62.1% | 61.8%+0.3pp | 69.8%-7.8pp | 69.3%-7.3pp |
| Annual return | 10.19% | 18.58%-8.4pp | 37.79%-27.6pp | 318.63%-308.4pp |
| Employer contribution / active EE | $1,584 | $1,413+12.0% | $2,357-32.8% | $2,565-38.3% |
| Participant deferral / active EE | $4,194 | $2,894+44.9% | $3,850+9.0% | $3,952+6.1% |
| Admin fee / account holder | $0 | $4,996-100.0% | $6,183-100.0% | $6,261-100.0% |