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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 | $171,363 | $78,670+117.8% | $109,173+57.0% | $85,847+99.6% |
| Participation rate | 3.4% | 68.3%-64.8pp | 75.9%-72.4pp | 69.3%-65.9pp |
| Annual return | 1.03% | 25.09%-24.1pp | 25.75%-24.7pp | 318.61%-317.6pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,755-100.0% | $6,261-100.0% |