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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 | $54,507 | $157,304-65.3% | $141,197-61.4% | $152,909-64.4% |
| Participation rate | 56.3% | 84.8%-28.6pp | 82.5%-26.2pp | 82.5%-26.2pp |
| Annual return | 13.91% | 64.34%-50.4pp | 71.41%-57.5pp | 345.46%-331.6pp |
| Employer contribution / active EE | $2,058 | $5,263-60.9% | $4,736-56.5% | $4,764-56.8% |
| Participant deferral / active EE | $4,184 | $7,111-41.2% | $6,710-37.7% | $5,851-28.5% |
| Admin fee / account holder | $288 | $12,126-97.6% | $10,265-97.2% | $11,601-97.5% |