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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 | $171,322 | $103,393+65.7% | $87,103+96.7% | $152,909+12.0% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 3.99% | 28.10%-24.1pp | 28.19%-24.2pp | 345.46%-341.5pp |
| Employer contribution / active EE | $2,002 | $3,221-37.8% | $2,521-20.6% | $4,764-58.0% |
| Participant deferral / active EE | $2,002 | $4,778-58.1% | $4,049-50.6% | $5,851-65.8% |
| Admin fee / account holder | $13 | $12,195-99.9% | $7,491-99.8% | $11,601-99.9% |