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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 | $143,263 | $87,166+64.4% | $76,735+86.7% | $137,256+4.4% |
| Participation rate | 55.6% | 74.4%-18.8pp | 69.5%-13.9pp | 80.0%-24.4pp |
| Annual return | 0.90% | 26.50%-25.6pp | 29.77%-28.9pp | 220.34%-219.4pp |
| Employer contribution / active EE | $1,509 | $2,904-48.1% | $2,454-38.5% | $4,156-63.7% |
| Participant deferral / active EE | $7,769 | $4,726+64.4% | $4,088+90.0% | $6,407+21.3% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |