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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 | $173,273 | $124,346+39.3% | $111,308+55.7% | $167,536+3.4% |
| Participation rate | 12.5% | 79.6%-67.1pp | 77.3%-64.8pp | 82.1%-69.6pp |
| Annual return | 6.67% | 37.45%-30.8pp | 54.67%-48.0pp | 478.82%-472.2pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |