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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 | $128,015 | $111,814+14.5% | $93,654+36.7% | $145,959-12.3% |
| Participation rate | 52.6% | 74.2%-21.6pp | 68.7%-16.1pp | 80.3%-27.7pp |
| Annual return | 4.15% | 203.30%-199.1pp | 133.34%-129.2pp | 561.95%-557.8pp |
| Employer contribution / active EE | $776 | $3,092-74.9% | $2,421-67.9% | $4,661-83.3% |
| Participant deferral / active EE | $3,157 | $4,914-35.8% | $4,413-28.5% | $6,689-52.8% |
| Admin fee / account holder | $126 | $10,246-98.8% | $8,282-98.5% | $13,398-99.1% |