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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 | $131,937 | $71,215+85.3% | $93,696+40.8% | $80,935+63.0% |
| Participation rate | 56.3% | 60.4%-4.2pp | 68.7%-12.5pp | 67.7%-11.4pp |
| Annual return | 9.03% | 11.27%-2.2pp | 133.74%-124.7pp | 35.66%-26.6pp |
| Employer contribution / active EE | $1,326 | $1,565-15.3% | $2,422-45.3% | $2,757-51.9% |
| Participant deferral / active EE | $2,563 | $4,037-36.5% | $4,417-42.0% | $4,299-40.4% |
| Admin fee / account holder | $249 | $6,958-96.4% | $8,287-97.0% | $6,924-96.4% |