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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 | $191,736 | $138,386+38.6% | $184,260+4.1% | $80,935+136.9% |
| Participation rate | 65.6% | 83.9%-18.3pp | 86.8%-21.2pp | 67.7%-2.0pp |
| Annual return | 9.20% | 20.02%-10.8pp | 28.84%-19.6pp | 35.66%-26.5pp |
| Employer contribution / active EE | $6,851 | $4,851+41.2% | $6,427+6.6% | $2,757+148.5% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,299-100.0% |
| Admin fee / account holder | $82 | $10,489-99.2% | $13,898-99.4% | $6,924-98.8% |