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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 | $22,599 | $67,823-66.7% | $52,425-56.9% | $137,256-83.5% |
| Participation rate | 60.0% | 63.9%-3.9pp | 55.6%+4.4pp | 80.0%-20.0pp |
| Annual return | 6.47% | 219.11%-212.6pp | 302.12%-295.6pp | 220.34%-213.9pp |
| Employer contribution / active EE | $769 | $1,163-33.9% | $914-15.9% | $4,156-81.5% |
| Participant deferral / active EE | $2,199 | $2,288-3.9% | $1,790+22.8% | $6,407-65.7% |
| Admin fee / account holder | $189 | $2,844-93.4% | $2,495-92.4% | $12,270-98.5% |