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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 | $39,440 | $102,422-61.5% | $147,117-73.2% | $80,959-51.3% |
| Participation rate | 69.0% | 75.9%-6.9pp | 82.2%-13.2pp | 67.7%+1.3pp |
| Annual return | 11.24% | 135.16%-123.9pp | 420.54%-409.3pp | 35.67%-24.4pp |
| Employer contribution / active EE | $2,362 | $3,717-36.5% | $4,932-52.1% | $2,757-14.3% |
| Participant deferral / active EE | $4,103 | $6,652-38.3% | $8,065-49.1% | $4,300-4.6% |
| Admin fee / account holder | $175 | $7,953-97.8% | $12,993-98.7% | $6,925-97.5% |