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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 | $146,389 | $62,672+133.6% | $185,117-20.9% | $70,126+108.8% |
| Participation rate | 57.1% | 63.8%-6.6pp | 77.3%-20.1pp | 69.5%-12.4pp |
| Annual return | 12.56% | 40.79%-28.2pp | 40.50%-27.9pp | 73.15%-60.6pp |
| Employer contribution / active EE | $708 | $1,753-59.6% | $4,182-83.1% | $2,343-69.8% |
| Participant deferral / active EE | $4,399 | $3,272+34.5% | $5,045-12.8% | $3,332+32.0% |
| Admin fee / account holder | $17 | $3,932-99.6% | $8,159-99.8% | $4,645-99.6% |