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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 | $56,072 | $198,462-71.7% | $170,439-67.1% | $147,585-62.0% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 8.68% | 257.30%-248.6pp | 205.94%-197.3pp | 578.58%-569.9pp |
| Employer contribution / active EE | $1,471 | $6,184-76.2% | $5,433-72.9% | $4,876-69.8% |
| Participant deferral / active EE | $5,260 | $5,629-6.6% | $4,939+6.5% | $5,439-3.3% |
| Admin fee / account holder | $100 | $16,852-99.4% | $13,881-99.3% | $10,886-99.1% |