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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 | $223,986 | $63,365+253.5% | $91,994+143.5% | $72,976+206.9% |
| Participation rate | 28.9% | 72.5%-43.6pp | 78.6%-49.7pp | 69.5%-40.5pp |
| Annual return | 4.77% | 35.35%-30.6pp | 69.04%-64.3pp | 81.02%-76.2pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $4,883-100.0% | $5,924-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $4,670-100.0% | $7,744-100.0% | $5,124-100.0% |