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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 | $135,137 | $91,198+48.2% | $178,503-24.3% | $79,856+69.2% |
| Participation rate | 60.3% | 69.2%-8.9pp | 81.9%-21.6pp | 69.6%-9.3pp |
| Annual return | 8.08% | 24.20%-16.1pp | 151.12%-143.0pp | 31.71%-23.6pp |
| Employer contribution / active EE | $5,172 | $3,257+58.8% | $5,011+3.2% | $2,471+109.3% |
| Participant deferral / active EE | $1,928 | $3,237-40.4% | $5,202-62.9% | $3,741-48.5% |
| Admin fee / account holder | $210 | $6,748-96.9% | $13,987-98.5% | $5,306-96.0% |