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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 | $155,893 | $57,073+173.1% | $85,126+83.1% | $80,925+92.6% |
| Participation rate | 25.6% | 56.4%-30.8pp | 67.5%-41.9pp | 67.7%-42.0pp |
| Annual return | 8.58% | 21.69%-13.1pp | 66.63%-58.1pp | 35.65%-27.1pp |
| Employer contribution / active EE | $1,848 | $1,801+2.6% | $2,731-32.3% | $2,756-32.9% |
| Participant deferral / active EE | $2,255 | $3,113-27.6% | $4,523-50.1% | $4,299-47.5% |
| Admin fee / account holder | $14 | $4,988-99.7% | $6,160-99.8% | $6,940-99.8% |