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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 | $34,433 | $112,131-69.3% | $95,964-64.1% | $158,982-78.3% |
| Participation rate | 60.9% | 79.0%-18.1pp | 77.1%-16.2pp | 82.0%-21.1pp |
| Annual return | 4.32% | 171.19%-166.9pp | 91.64%-87.3pp | 302.99%-298.7pp |
| Employer contribution / active EE | $1,780 | $3,199-44.4% | $2,541-30.0% | $4,763-62.6% |
| Participant deferral / active EE | $3,484 | $4,784-27.2% | $4,167-16.4% | $5,983-41.8% |
| Admin fee / account holder | $285 | $10,136-97.2% | $6,797-95.8% | $11,252-97.5% |