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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 | $212,167 | $73,978+186.8% | $96,515+119.8% | $75,173+182.2% |
| Participation rate | 39.0% | 66.4%-27.4pp | 74.3%-35.3pp | 67.2%-28.2pp |
| Annual return | 13.06% | 26.72%-13.7pp | 35.73%-22.7pp | 160.72%-147.7pp |
| Employer contribution / active EE | $941 | $2,931-67.9% | $3,740-74.8% | $2,671-64.8% |
| Participant deferral / active EE | $5,265 | $3,660+43.8% | $4,880+7.9% | $4,126+27.6% |
| Admin fee / account holder | $0 | $5,219-100.0% | $6,735-100.0% | $5,651-100.0% |