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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 | $106,383 | $86,940+22.4% | $102,434+3.9% | $80,935+31.4% |
| Participation rate | 26.9% | 72.4%-45.5pp | 76.5%-49.6pp | 67.7%-40.7pp |
| Annual return | 5.64% | 18.89%-13.3pp | 29.46%-23.8pp | 35.66%-30.0pp |
| Employer contribution / active EE | $1,780 | $2,370-24.9% | $3,023-41.1% | $2,757-35.4% |
| Participant deferral / active EE | $2,139 | $4,121-48.1% | $5,055-57.7% | $4,299-50.3% |
| Admin fee / account holder | $0 | $8,047-100.0% | $9,462-100.0% | $6,924-100.0% |