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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 | $187,852 | $98,776+90.2% | $149,745+25.4% | $79,856+135.2% |
| Participation rate | 56.4% | 75.8%-19.4pp | 82.5%-26.1pp | 69.6%-13.3pp |
| Annual return | 8.29% | 27.38%-19.1pp | 276.72%-268.4pp | 31.71%-23.4pp |
| Employer contribution / active EE | $2,359 | $3,217-26.7% | $4,646-49.2% | $2,471-4.5% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |