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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 | $92,823 | $73,848+25.7% | $143,799-35.4% | $68,486+35.5% |
| Participation rate | 53.7% | 66.7%-13.0pp | 80.3%-26.6pp | 67.9%-14.2pp |
| Annual return | -22.00% | 0.91%-22.9pp | -0.04%-22.0pp | -7.85%-14.1pp |
| Employer contribution / active EE | $3,210 | $3,184+0.8% | $4,952-35.2% | $2,597+23.6% |
| Participant deferral / active EE | $5,706 | $3,385+68.6% | $5,638+1.2% | $4,028+41.7% |
| Admin fee / account holder | $18 | $5,755-99.7% | $14,677-99.9% | $5,404-99.7% |