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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 | $56,744 | $106,005-46.5% | $92,239-38.5% | $147,585-61.6% |
| Participation rate | 37.5% | 80.4%-42.9pp | 76.5%-39.0pp | 82.8%-45.3pp |
| Annual return | 4.89% | 50.05%-45.2pp | 176.29%-171.4pp | 578.58%-573.7pp |
| Employer contribution / active EE | $930 | $4,333-78.5% | $3,680-74.7% | $4,876-80.9% |
| Participant deferral / active EE | $6,251 | $4,478+39.6% | $3,897+60.4% | $5,439+14.9% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |