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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 | $103,944 | $58,523+77.6% | $99,470+4.5% | $72,983+42.4% |
| Participation rate | 42.9% | 64.6%-21.8pp | 73.8%-31.0pp | 69.5%-26.6pp |
| Annual return | 15.91% | 28.51%-12.6pp | 30.72%-14.8pp | 81.01%-65.1pp |
| Employer contribution / active EE | $1,294 | $1,512-14.4% | $2,540-49.1% | $2,440-47.0% |
| Participant deferral / active EE | $1,527 | $2,606-41.4% | $3,619-57.8% | $3,608-57.7% |
| Admin fee / account holder | $0 | $4,102-100.0% | $6,252-100.0% | $5,124-100.0% |