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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 | $196,900 | $36,948+432.9% | $73,658+167.3% | $87,485+125.1% |
| Participation rate | 7.9% | 46.8%-38.9pp | 57.0%-49.1pp | 68.9%-61.0pp |
| Annual return | 12.87% | 28.64%-15.8pp | 29.72%-16.8pp | 26.06%-13.2pp |
| Employer contribution / active EE | $400 | $670-40.3% | $1,032-61.3% | $2,596-84.6% |
| Participant deferral / active EE | $1,474 | $1,379+6.9% | $2,062-28.5% | $4,274-65.5% |
| Admin fee / account holder | $0 | $2,531-100.0% | $3,357-100.0% | $7,775-100.0% |