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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 | $108,741 | $52,580+106.8% | $71,671+51.7% | $70,126+55.1% |
| Participation rate | 63.0% | 60.9%+2.1pp | 68.7%-5.8pp | 69.5%-6.6pp |
| Annual return | -1.76% | 20.25%-22.0pp | 20.65%-22.4pp | 73.15%-74.9pp |
| Employer contribution / active EE | $1,012 | $1,616-37.4% | $2,460-58.9% | $2,343-56.8% |
| Participant deferral / active EE | $1,168 | $2,386-51.1% | $3,438-66.0% | $3,332-65.0% |
| Admin fee / account holder | $47 | $3,653-98.7% | $5,558-99.2% | $4,645-99.0% |