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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 | $208,557 | $114,013+82.9% | $103,693+101.1% | $155,188+34.4% |
| Participation rate | 5.6% | 75.2%-69.6pp | 72.6%-67.1pp | 80.8%-75.2pp |
| Annual return | 5.00% | 49.31%-44.3pp | 47.61%-42.6pp | 148.84%-143.8pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |