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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 | $89,837 | $125,193-28.2% | $105,591-14.9% | $145,978-38.5% |
| Participation rate | 60.0% | 77.6%-17.6pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 7.70% | 225.53%-217.8pp | 116.43%-108.7pp | 550.52%-542.8pp |
| Employer contribution / active EE | $1,213 | $3,718-67.4% | $3,166-61.7% | $4,662-74.0% |
| Participant deferral / active EE | $2,643 | $5,708-53.7% | $5,008-47.2% | $6,690-60.5% |
| Admin fee / account holder | $0 | $17,277-100.0% | $11,024-100.0% | $13,400-100.0% |