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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 | $73,993 | $85,171-13.1% | $172,753-57.2% | $72,976+1.4% |
| Participation rate | 60.0% | 70.1%-10.1pp | 82.6%-22.6pp | 69.5%-9.5pp |
| Annual return | 10.41% | 27.32%-16.9pp | 803.00%-792.6pp | 81.02%-70.6pp |
| Employer contribution / active EE | $5,822 | $3,324+75.2% | $5,144+13.2% | $2,440+138.6% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $295 | $5,880-95.0% | $13,956-97.9% | $5,124-94.2% |