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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 | $144,222 | $93,598+54.1% | $135,974+6.1% | $75,173+91.9% |
| Participation rate | 59.4% | 75.2%-15.8pp | 81.9%-22.5pp | 67.2%-7.8pp |
| Annual return | 13.17% | 30.89%-17.7pp | 68.30%-55.1pp | 160.72%-147.6pp |
| Employer contribution / active EE | $1,982 | $3,538-44.0% | $4,859-59.2% | $2,671-25.8% |
| Participant deferral / active EE | $4,179 | $6,405-34.8% | $7,760-46.1% | $4,126+1.3% |
| Admin fee / account holder | $152 | $6,978-97.8% | $10,767-98.6% | $5,651-97.3% |