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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 | $182,259 | $65,361+178.8% | $92,903+96.2% | $72,983+149.7% |
| Participation rate | 14.8% | 68.3%-53.5pp | 76.0%-61.2pp | 69.5%-54.7pp |
| Annual return | 10.27% | 42.11%-31.8pp | 109.43%-99.2pp | 81.01%-70.7pp |
| Employer contribution / active EE | $983 | $2,594-62.1% | $3,653-73.1% | $2,440-59.7% |
| Participant deferral / active EE | $1,344 | $3,128-57.0% | $4,238-68.3% | $3,608-62.7% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,795-100.0% | $5,124-100.0% |