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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 | $95,205 | $82,028+16.1% | $123,105-22.7% | $59,633+59.7% |
| Participation rate | 66.7% | 83.2%-16.5pp | 86.8%-20.1pp | 68.7%-2.0pp |
| Annual return | -2.16% | 5.12%-7.3pp | 13.22%-15.4pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $2,947 | $3,297-10.6% | $5,151-42.8% | $2,203+33.8% |
| Participant deferral / active EE | $3,475 | $4,667-25.5% | $6,229-44.2% | $3,192+8.9% |
| Admin fee / account holder | $63 | $5,879-98.9% | $9,014-99.3% | $4,297-98.5% |