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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 | $36,652 | $198,470-81.5% | $170,444-78.5% | $147,585-75.2% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 2.38% | 257.30%-254.9pp | 205.94%-203.6pp | 578.56%-576.2pp |
| Employer contribution / active EE | $2,307 | $6,184-62.7% | $5,433-57.5% | $4,876-52.7% |
| Participant deferral / active EE | $8,225 | $5,629+46.1% | $4,939+66.5% | $5,439+51.2% |
| Admin fee / account holder | $174 | $16,852-99.0% | $13,881-98.7% | $10,885-98.4% |