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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 | $213,099 | $93,064+129.0% | $74,577+185.7% | $273,972-22.2% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 1.28% | 26.18%-24.9pp | 20.47%-19.2pp | 41.46%-40.2pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $900 | $4,160-78.4% | $3,458-74.0% | $5,287-83.0% |
| Admin fee / account holder | $295 | $5,273-94.4% | $4,138-92.9% | $10,133-97.1% |