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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 | $126,895 | $110,410+14.9% | $102,437+23.9% | $145,897-13.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 8.94% | 24.85%-15.9pp | 24.95%-16.0pp | 552.29%-543.4pp |
| Employer contribution / active EE | $1,110 | $4,217-73.7% | $3,871-71.3% | $4,663-76.2% |
| Participant deferral / active EE | $12,100 | $5,622+115.2% | $5,060+139.1% | $6,689+80.9% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |