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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 | $231,795 | $70,486+228.9% | $100,535+130.6% | $79,856+190.3% |
| Participation rate | 26.2% | 73.6%-47.5pp | 79.4%-53.2pp | 69.6%-43.5pp |
| Annual return | 3.49% | 21.90%-18.4pp | 30.90%-27.4pp | 31.71%-28.2pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $6,271-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,480-100.0% | $8,085-100.0% | $5,306-100.0% |