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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 | $54,257 | $99,011-45.2% | $86,582-37.3% | $147,586-63.2% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 5.54% | 1312.75%-1307.2pp | 965.08%-959.5pp | 578.59%-573.0pp |
| Employer contribution / active EE | $1,309 | $3,132-58.2% | $2,839-53.9% | $4,876-73.2% |
| Participant deferral / active EE | $5,267 | $3,972+32.6% | $3,609+45.9% | $5,439-3.2% |
| Admin fee / account holder | $157 | $5,709-97.3% | $4,904-96.8% | $10,886-98.6% |