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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 | $228,339 | $111,878+104.1% | $93,727+143.6% | $145,897+56.5% |
| Participation rate | 15.4% | 74.2%-58.8pp | 68.7%-53.3pp | 80.3%-64.9pp |
| Annual return | 4.24% | 204.28%-200.0pp | 133.83%-129.6pp | 552.29%-548.1pp |
| Employer contribution / active EE | $1,108 | $3,092-64.2% | $2,421-54.3% | $4,663-76.2% |
| Participant deferral / active EE | $4,692 | $4,920-4.6% | $4,417+6.2% | $6,689-29.9% |
| Admin fee / account holder | $270 | $10,256-97.4% | $8,292-96.7% | $13,390-98.0% |