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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 | $93,527 | $73,978+26.4% | $96,515-3.1% | $75,173+24.4% |
| Participation rate | 56.0% | 66.4%-10.4pp | 74.3%-18.3pp | 67.2%-11.2pp |
| Annual return | 12.68% | 26.72%-14.0pp | 35.73%-23.1pp | 160.72%-148.0pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,836 | $3,660-49.8% | $4,880-62.4% | $4,126-55.5% |
| Admin fee / account holder | $252 | $5,219-95.2% | $6,735-96.3% | $5,651-95.5% |