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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 | $143,894 | $118,877+21.0% | $96,570+49.0% | $167,536-14.1% |
| Participation rate | 36.4% | 75.5%-39.1pp | 69.8%-33.5pp | 82.1%-45.7pp |
| Annual return | 4.69% | 50.50%-45.8pp | 37.79%-33.1pp | 478.82%-474.1pp |
| Employer contribution / active EE | $512 | $3,121-83.6% | $2,357-78.3% | $4,839-89.4% |
| Participant deferral / active EE | $1,251 | $4,617-72.9% | $3,849-67.5% | $6,342-80.3% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |