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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 | $183,530 | $73,787+148.7% | $98,716+85.9% | $82,448+122.6% |
| Participation rate | 28.1% | 61.4%-33.3pp | 69.3%-41.2pp | 68.1%-39.9pp |
| Annual return | 4.78% | 18.57%-13.8pp | 31.81%-27.0pp | 41.64%-36.9pp |
| Employer contribution / active EE | $1,853 | $1,511+22.6% | $2,279-18.7% | $2,551-27.3% |
| Participant deferral / active EE | $4,942 | $3,081+60.4% | $4,048+22.1% | $4,139+19.4% |
| Admin fee / account holder | $0 | $6,500-100.0% | $8,703-100.0% | $7,234-100.0% |