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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 | $96,444 | $70,684+36.4% | $169,390-43.1% | $75,173+28.3% |
| Participation rate | 24.6% | 64.8%-40.2pp | 77.2%-52.6pp | 67.2%-42.6pp |
| Annual return | 12.01% | 36.38%-24.4pp | 406.07%-394.1pp | 160.72%-148.7pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,839 | $4,310-57.3% | $6,222-70.4% | $4,126-55.4% |
| Admin fee / account holder | $0 | $5,404-100.0% | $9,015-100.0% | $5,651-100.0% |