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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 | $50,809 | $202,326-74.9% | $172,745-70.6% | $152,870-66.8% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 8.06% | 1029.72%-1021.7pp | 802.90%-794.8pp | 345.34%-337.3pp |
| Employer contribution / active EE | $2,164 | $5,858-63.1% | $5,144-57.9% | $4,763-54.6% |
| Participant deferral / active EE | $9,605 | $5,948+61.5% | $5,197+84.8% | $5,850+64.2% |
| Admin fee / account holder | $283 | $17,110-98.3% | $13,954-98.0% | $11,597-97.6% |