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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 | $128,276 | $69,977+83.3% | $108,582+18.1% | $62,881+104.0% |
| Participation rate | 5.7% | 72.9%-67.2pp | 79.6%-73.9pp | 69.3%-63.6pp |
| Annual return | 4.14% | 10.73%-6.6pp | -51.70%+55.8pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |