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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 | $171,167 | $29,319+483.8% | $52,425+226.5% | $82,448+107.6% |
| Participation rate | 20.0% | 46.9%-26.9pp | 55.6%-35.6pp | 68.1%-48.1pp |
| Annual return | 8.24% | 535.20%-527.0pp | 302.12%-293.9pp | 41.64%-33.4pp |
| Employer contribution / active EE | $775 | $586+32.1% | $914-15.3% | $2,551-69.6% |
| Participant deferral / active EE | $1,223 | $1,171+4.4% | $1,790-31.7% | $4,139-70.5% |
| Admin fee / account holder | $84 | $1,962-95.7% | $2,495-96.6% | $7,234-98.8% |