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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 | $29,319+571.6% | $52,425+275.6% | $82,448+138.8% |
| Participation rate | 7.9% | 46.9%-39.0pp | 55.6%-47.7pp | 68.1%-60.2pp |
| Annual return | 12.87% | 535.20%-522.3pp | 302.12%-289.2pp | 41.64%-28.8pp |
| Employer contribution / active EE | $400 | $586-31.8% | $914-56.2% | $2,551-84.3% |
| Participant deferral / active EE | $1,474 | $1,171+25.8% | $1,790-17.7% | $4,139-64.4% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |