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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 | $142,134 | $114,013+24.7% | $103,693+37.1% | $155,188-8.4% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 80.8%-40.8pp |
| Annual return | 7.52% | 49.31%-41.8pp | 47.61%-40.1pp | 148.84%-141.3pp |
| Employer contribution / active EE | $3,306 | $3,131+5.6% | $2,920+13.2% | $4,248-22.2% |
| Participant deferral / active EE | $6,930 | $4,970+39.4% | $4,579+51.3% | $6,531+6.1% |
| Admin fee / account holder | $269 | $8,407-96.8% | $7,858-96.6% | $14,480-98.1% |