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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 | $65,180 | $149,040-56.3% | $120,225-45.8% | $137,256-52.5% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 9.29% | 605.68%-596.4pp | 439.23%-429.9pp | 220.34%-211.0pp |
| Employer contribution / active EE | $1,907 | $4,350-56.2% | $3,475-45.1% | $4,156-54.1% |
| Participant deferral / active EE | $3,149 | $4,655-32.4% | $3,999-21.3% | $6,407-50.9% |
| Admin fee / account holder | $53 | $6,348-99.2% | $5,696-99.1% | $12,270-99.6% |