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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 | $107,060 | $86,298+24.1% | $111,308-3.8% | $85,847+24.7% |
| Participation rate | 48.0% | 73.3%-25.3pp | 77.3%-29.3pp | 69.3%-21.3pp |
| Annual return | 9.40% | 19.99%-10.6pp | 54.67%-45.3pp | 318.61%-309.2pp |
| Employer contribution / active EE | $616 | $2,044-69.9% | $2,732-77.5% | $2,565-76.0% |
| Participant deferral / active EE | $3,094 | $3,641-15.0% | $4,487-31.0% | $3,952-21.7% |
| Admin fee / account holder | $14 | $8,189-99.8% | $7,965-99.8% | $6,261-99.8% |