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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 | $240,720 | $76,407+215.0% | $150,298+60.2% | $82,448+192.0% |
| Participation rate | 15.2% | 66.4%-51.2pp | 77.8%-62.5pp | 68.1%-52.9pp |
| Annual return | 12.27% | 39.99%-27.7pp | 62.79%-50.5pp | 41.64%-29.4pp |
| Employer contribution / active EE | $598 | $2,614-77.1% | $4,154-85.6% | $2,551-76.6% |
| Participant deferral / active EE | $2,821 | $3,214-12.2% | $5,453-48.3% | $4,139-31.9% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |