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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 | $77,677 | $181,896-57.3% | $156,551-50.4% | $273,972-71.6% |
| Participation rate | 33.3% | 88.4%-55.1pp | 84.0%-50.7pp | 83.0%-49.7pp |
| Annual return | -5.01% | 30.74%-35.8pp | 32.23%-37.2pp | 41.46%-46.5pp |
| Employer contribution / active EE | $8,971 | $6,248+43.6% | $5,501+63.1% | $4,869+84.3% |
| Participant deferral / active EE | $8,000 | $5,550+44.1% | $4,871+64.2% | $5,287+51.3% |
| Admin fee / account holder | $149 | $15,560-99.0% | $13,028-98.9% | $10,133-98.5% |