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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 | $107,170 | $81,331+31.8% | $155,534-31.1% | $80,935+32.4% |
| Participation rate | 34.1% | 66.3%-32.2pp | 78.2%-44.1pp | 67.7%-33.6pp |
| Annual return | 9.56% | 33.37%-23.8pp | 64.92%-55.4pp | 35.66%-26.1pp |
| Employer contribution / active EE | $445 | $3,105-85.7% | $4,675-90.5% | $2,757-83.9% |
| Participant deferral / active EE | $1,715 | $3,454-50.4% | $5,630-69.5% | $4,299-60.1% |
| Admin fee / account holder | $0 | $7,999-100.0% | $15,900-100.0% | $6,924-100.0% |