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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 | $224,857 | $99,875+125.1% | $146,866+53.1% | $86,983+158.5% |
| Participation rate | 32.0% | 75.8%-43.8pp | 82.5%-50.5pp | 69.5%-37.5pp |
| Annual return | 9.15% | 28.10%-19.0pp | 102.85%-93.7pp | 25.83%-16.7pp |
| Employer contribution / active EE | $506 | $3,224-84.3% | $4,425-88.6% | $2,584-80.4% |
| Participant deferral / active EE | $7,320 | $6,322+15.8% | $7,759-5.7% | $4,194+74.5% |
| Admin fee / account holder | $196 | $7,838-97.5% | $13,620-98.6% | $7,856-97.5% |