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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 | $175,683 | $93,346+88.2% | $71,796+144.7% | $273,972-35.9% |
| Participation rate | 23.1% | 76.5%-53.5pp | 69.1%-46.0pp | 83.0%-59.9pp |
| Annual return | -12.65% | 130.39%-143.0pp | 78.04%-90.7pp | 41.46%-54.1pp |
| Employer contribution / active EE | $1,105 | $2,733-59.6% | $1,924-42.6% | $4,869-77.3% |
| Participant deferral / active EE | $2,541 | $3,475-26.9% | $2,794-9.1% | $5,287-51.9% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |