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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 | $195,279 | $99,652+96.0% | $78,778+147.9% | $147,586+32.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 5.67% | 47.28%-41.6pp | 35.62%-29.9pp | 578.59%-572.9pp |
| Employer contribution / active EE | $1,250 | $2,796-55.3% | $1,986-37.0% | $4,876-74.4% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |