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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 | $61,896 | $102,382-39.5% | $147,005-57.9% | $80,874-23.5% |
| Participation rate | 66.7% | 75.8%-9.2pp | 82.2%-15.5pp | 67.6%-1.0pp |
| Annual return | 9.19% | 134.89%-125.7pp | 418.76%-409.6pp | 35.62%-26.4pp |
| Employer contribution / active EE | $2,734 | $3,715-26.4% | $4,934-44.6% | $2,756-0.8% |
| Participant deferral / active EE | $6,248 | $6,646-6.0% | $8,070-22.6% | $4,297+45.4% |
| Admin fee / account holder | $196 | $7,942-97.5% | $13,006-98.5% | $6,935-97.2% |