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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 | $76,839 | $100,203-23.3% | $85,240-9.9% | $145,897-47.3% |
| Participation rate | 31.8% | 74.1%-42.3pp | 67.5%-35.7pp | 80.3%-48.5pp |
| Annual return | 7.31% | 84.28%-77.0pp | 66.75%-59.4pp | 552.29%-545.0pp |
| Employer contribution / active EE | $1,384 | $3,242-57.3% | $2,735-49.4% | $4,663-70.3% |
| Participant deferral / active EE | $2,625 | $5,299-50.5% | $4,527-42.0% | $6,689-60.8% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |