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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 | $174,774 | $35,183+396.8% | $73,550+137.6% | $70,126+149.2% |
| Participation rate | 8.0% | 42.9%-34.9pp | 54.9%-46.9pp | 69.5%-61.5pp |
| Annual return | 9.06% | 26.90%-17.8pp | -15.16%+24.2pp | 73.15%-64.1pp |
| Employer contribution / active EE | $174 | $709-75.5% | $1,219-85.7% | $2,343-92.6% |
| Participant deferral / active EE | $1,920 | $1,220+57.4% | $1,804+6.4% | $3,332-42.4% |
| Admin fee / account holder | $30 | $2,302-98.7% | $2,320-98.7% | $4,645-99.4% |