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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 | $70,372 | $48,053+46.4% | $84,637-16.9% | $72,976-3.6% |
| Participation rate | 64.0% | 57.6%+6.4pp | 68.2%-4.2pp | 69.5%-5.5pp |
| Annual return | 6.30% | 37.39%-31.1pp | 258.82%-252.5pp | 81.02%-74.7pp |
| Employer contribution / active EE | $5,721 | $1,602+257.1% | $2,653+115.6% | $2,440+134.5% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $273 | $3,395-92.0% | $4,914-94.5% | $5,124-94.7% |