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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 | $114,300 | $102,422+11.6% | $147,117-22.3% | $80,959+41.2% |
| Participation rate | 46.3% | 75.9%-29.5pp | 82.2%-35.8pp | 67.7%-21.3pp |
| Annual return | 11.63% | 135.16%-123.5pp | 420.54%-408.9pp | 35.67%-24.0pp |
| Employer contribution / active EE | $1,163 | $3,717-68.7% | $4,932-76.4% | $2,757-57.8% |
| Participant deferral / active EE | $4,092 | $6,652-38.5% | $8,065-49.3% | $4,300-4.8% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |