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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 | $20,584 | $56,134-63.3% | $96,161-78.6% | $85,856-76.0% |
| Participation rate | 51.7% | 56.7%-5.0pp | 68.4%-16.7pp | 69.3%-17.6pp |
| Annual return | 8.11% | 42.30%-34.2pp | 192.01%-183.9pp | 318.58%-310.5pp |
| Employer contribution / active EE | $2,462 | $1,620+51.9% | $2,798-12.0% | $2,565-4.0% |
| Participant deferral / active EE | $4,901 | $2,858+71.5% | $4,349+12.7% | $3,952+24.0% |
| Admin fee / account holder | $0 | $3,769-100.0% | $5,538-100.0% | $6,261-100.0% |