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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 | $97,666 | $148,623-34.3% | $135,974-28.2% | $139,466-30.0% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 12.09% | 79.30%-67.2pp | 68.30%-56.2pp | 373.66%-361.6pp |
| Employer contribution / active EE | $1,840 | $5,246-64.9% | $4,859-62.1% | $4,754-61.3% |
| Participant deferral / active EE | $11,662 | $8,103+43.9% | $7,760+50.3% | $6,712+73.7% |
| Admin fee / account holder | $24 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |