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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 | $74,408 | $95,406-22.0% | $185,849-60.0% | $85,847-13.3% |
| Participation rate | 31.5% | 68.8%-37.3pp | 81.7%-50.2pp | 69.3%-37.8pp |
| Annual return | 10.96% | 23.59%-12.6pp | 122.10%-111.1pp | 318.61%-307.6pp |
| Employer contribution / active EE | $963 | $3,314-70.9% | $5,169-81.4% | $2,565-62.5% |
| Participant deferral / active EE | $1,847 | $3,424-46.0% | $5,569-66.8% | $3,952-53.3% |
| Admin fee / account holder | $0 | $7,214-100.0% | $16,244-100.0% | $6,261-100.0% |