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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 | $139,374 | $81,331+71.4% | $155,534-10.4% | $80,935+72.2% |
| Participation rate | 46.8% | 66.3%-19.4pp | 78.2%-31.4pp | 67.7%-20.9pp |
| Annual return | 9.62% | 33.37%-23.7pp | 64.92%-55.3pp | 35.66%-26.0pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,935 | $3,454+71.8% | $5,630+5.4% | $4,299+38.0% |
| Admin fee / account holder | $189 | $7,999-97.6% | $15,900-98.8% | $6,924-97.3% |