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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 | $109,513 | $78,015+40.4% | $178,505-38.6% | $80,959+35.3% |
| Participation rate | 24.6% | 65.7%-41.1pp | 77.1%-52.5pp | 67.7%-43.1pp |
| Annual return | 6.83% | 18.10%-11.3pp | 27.16%-20.3pp | 35.67%-28.8pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,594 | $4,406-63.8% | $6,280-74.6% | $4,300-62.9% |
| Admin fee / account holder | $0 | $7,160-100.0% | $10,428-100.0% | $6,925-100.0% |