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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 | $145,830 | $111,814+30.4% | $103,374+41.1% | $145,959-0.1% |
| Participation rate | 30.0% | 77.9%-47.9pp | 74.5%-44.5pp | 80.3%-50.3pp |
| Annual return | 5.21% | 24.77%-19.6pp | 24.89%-19.7pp | 561.95%-556.7pp |
| Employer contribution / active EE | $1,186 | $4,214-71.9% | $3,869-69.4% | $4,661-74.6% |
| Participant deferral / active EE | $6,471 | $5,618+15.2% | $5,058+27.9% | $6,689-3.3% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |