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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 | $57,175 | $48,314+18.3% | $67,561-15.4% | $80,925-29.3% |
| Participation rate | 57.7% | 66.4%-8.7pp | 72.9%-15.2pp | 67.7%-10.0pp |
| Annual return | 9.20% | 18.28%-9.1pp | 3525.44%-3516.2pp | 35.65%-26.5pp |
| Employer contribution / active EE | $2,522 | $2,022+24.7% | $2,735-7.8% | $2,756-8.5% |
| Participant deferral / active EE | $3,202 | $2,927+9.4% | $4,003-20.0% | $4,299-25.5% |
| Admin fee / account holder | $0 | $3,690-100.0% | $4,006-100.0% | $6,940-100.0% |