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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 | $111,814+13.5% | $103,378+22.7% | $145,978-13.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 8.94% | 24.80%-15.9pp | 24.91%-16.0pp | 550.52%-541.6pp |
| Employer contribution / active EE | $1,110 | $4,215-73.7% | $3,870-71.3% | $4,662-76.2% |
| Participant deferral / active EE | $12,100 | $5,618+115.4% | $5,058+139.2% | $6,690+80.9% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |