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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 | $94,504 | $50,958+85.5% | $74,552+26.8% | $64,181+47.2% |
| Participation rate | 51.0% | 61.1%-10.1pp | 69.1%-18.2pp | 69.6%-18.6pp |
| Annual return | -10.43% | -1.86%-8.6pp | 32.53%-43.0pp | 7.63%-18.1pp |
| Employer contribution / active EE | $1,659 | $1,115+48.8% | $1,961-15.4% | $2,381-30.3% |
| Participant deferral / active EE | $3,520 | $2,301+52.9% | $3,108+13.2% | $3,470+1.4% |
| Admin fee / account holder | $24 | $4,223-99.4% | $5,060-99.5% | $4,887-99.5% |