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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 | $25,437 | $88,778-71.3% | $81,844-68.9% | $145,884-82.6% |
| Participation rate | 44.4% | 75.1%-30.6pp | 72.4%-27.9pp | 80.3%-35.9pp |
| Annual return | 8.36% | 1033.03%-1024.7pp | 778.87%-770.5pp | 551.85%-543.5pp |
| Employer contribution / active EE | $1,041 | $3,087-66.3% | $2,916-64.3% | $4,662-77.7% |
| Participant deferral / active EE | $4,370 | $4,648-6.0% | $4,323+1.1% | $6,690-34.7% |
| Admin fee / account holder | $286 | $8,430-96.6% | $7,355-96.1% | $13,392-97.9% |