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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 | $47,473 | $88,754-46.5% | $81,820-42.0% | $145,877-67.5% |
| Participation rate | 62.5% | 75.1%-12.6pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 8.88% | 1031.77%-1022.9pp | 777.93%-769.1pp | 551.28%-542.4pp |
| Employer contribution / active EE | $2,663 | $3,085-13.7% | $2,915-8.7% | $4,663-42.9% |
| Participant deferral / active EE | $5,437 | $4,648+17.0% | $4,323+25.8% | $6,691-18.7% |
| Admin fee / account holder | $1 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |