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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 | $79,756 | $84,236-5.3% | $170,439-53.2% | $70,124+13.7% |
| Participation rate | 51.4% | 70.8%-19.5pp | 83.6%-32.2pp | 69.5%-18.2pp |
| Annual return | 10.86% | 23.06%-12.2pp | 205.94%-195.1pp | 73.14%-62.3pp |
| Employer contribution / active EE | $1,716 | $3,387-49.3% | $5,433-68.4% | $2,342-26.8% |
| Participant deferral / active EE | $4,131 | $3,086+33.9% | $4,939-16.4% | $3,332+24.0% |
| Admin fee / account holder | $65 | $5,698-98.9% | $13,881-99.5% | $4,645-98.6% |