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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 | $99,702 | $85,766+16.2% | $136,298-26.9% | $70,126+42.2% |
| Participation rate | 59.3% | 74.2%-14.9pp | 81.9%-22.7pp | 69.5%-10.3pp |
| Annual return | 11.76% | 31.46%-19.7pp | 5156.27%-5144.5pp | 73.15%-61.4pp |
| Employer contribution / active EE | $1,503 | $2,966-49.3% | $4,696-68.0% | $2,343-35.9% |
| Participant deferral / active EE | $3,890 | $5,051-23.0% | $6,247-37.7% | $3,332+16.7% |
| Admin fee / account holder | $177 | $5,421-96.7% | $9,244-98.1% | $4,645-96.2% |