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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 | $208,108 | $58,493+255.8% | $84,023+147.7% | $72,976+185.2% |
| Participation rate | 2.5% | 61.2%-58.7pp | 69.0%-66.5pp | 69.5%-67.0pp |
| Annual return | 5.00% | 28.93%-23.9pp | 71.32%-66.3pp | 81.02%-76.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,102-100.0% | $5,124-100.0% |