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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 | $110,813 | $49,896+122.1% | $80,627+37.4% | $75,173+47.4% |
| Participation rate | 41.3% | 55.3%-14.1pp | 67.0%-25.7pp | 67.2%-25.9pp |
| Annual return | 8.41% | 34.67%-26.3pp | 936.76%-928.3pp | 160.72%-152.3pp |
| Employer contribution / active EE | $778 | $1,699-54.2% | $2,723-71.4% | $2,671-70.9% |
| Participant deferral / active EE | $1,397 | $2,992-53.3% | $4,443-68.6% | $4,126-66.1% |
| Admin fee / account holder | $0 | $3,578-100.0% | $5,381-100.0% | $5,651-100.0% |