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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 | $102,385-39.5% | $147,080-57.9% | $80,935-23.5% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 9.19% | 135.09%-125.9pp | 420.17%-411.0pp | 35.66%-26.5pp |
| Employer contribution / active EE | $2,734 | $3,717-26.4% | $4,933-44.6% | $2,757-0.8% |
| Participant deferral / active EE | $6,248 | $6,651-6.1% | $8,066-22.5% | $4,299+45.3% |
| Admin fee / account holder | $196 | $7,951-97.5% | $12,989-98.5% | $6,924-97.2% |