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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 | $58,448 | $103,000-43.3% | $90,300-35.3% | $152,885-61.8% |
| Participation rate | 54.5% | 75.9%-21.3pp | 73.3%-18.7pp | 82.5%-27.9pp |
| Annual return | 9.70% | 95.19%-85.5pp | 78.11%-68.4pp | 345.39%-335.7pp |
| Employer contribution / active EE | $1,959 | $3,138-37.6% | $2,854-31.3% | $4,763-58.9% |
| Participant deferral / active EE | $6,442 | $4,281+50.5% | $3,884+65.8% | $5,851+10.1% |
| Admin fee / account holder | $290 | $6,173-95.3% | $5,353-94.6% | $11,598-97.5% |