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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 | $72,087 | $48,050+50.0% | $85,969-16.1% | $59,633+20.9% |
| Participation rate | 66.7% | 64.5%+2.2pp | 76.5%-9.9pp | 68.7%-2.0pp |
| Annual return | -4.02% | 0.29%-4.3pp | 9.32%-13.3pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $2,141 | $1,640+30.6% | $3,474-38.4% | $2,203-2.8% |
| Participant deferral / active EE | $3,075 | $2,249+36.7% | $3,829-19.7% | $3,192-3.7% |
| Admin fee / account holder | $0 | $3,206-100.0% | $6,053-100.0% | $4,297-100.0% |