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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 | $52,512 | $202,342-74.0% | $172,753-69.6% | $152,909-65.7% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 6.08% | 1029.88%-1023.8pp | 803.00%-796.9pp | 345.46%-339.4pp |
| Employer contribution / active EE | $1,324 | $5,857-77.4% | $5,144-74.3% | $4,764-72.2% |
| Participant deferral / active EE | $6,000 | $5,948+0.9% | $5,198+15.4% | $5,851+2.5% |
| Admin fee / account holder | $20 | $17,112-99.9% | $13,956-99.9% | $11,601-99.8% |