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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 | $78,690+205.9% | $161,489+49.1% | $87,485+175.2% |
| Participation rate | 15.2% | 67.5%-52.2pp | 78.7%-63.5pp | 68.9%-53.7pp |
| Annual return | 12.27% | 32.74%-20.5pp | 89.72%-77.4pp | 26.06%-13.8pp |
| Employer contribution / active EE | $598 | $2,588-76.9% | $4,268-86.0% | $2,596-77.0% |
| Participant deferral / active EE | $2,821 | $3,311-14.8% | $5,630-49.9% | $4,274-34.0% |
| Admin fee / account holder | $0 | $6,724-100.0% | $16,006-100.0% | $7,775-100.0% |