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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 | $56,362 | $52,353+7.7% | $120,225-53.1% | $82,448-31.6% |
| Participation rate | 40.0% | 58.3%-18.3pp | 69.6%-29.6pp | 68.1%-28.1pp |
| Annual return | 10.74% | 61.85%-51.1pp | 439.23%-428.5pp | 41.64%-30.9pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,323 | $2,627-11.6% | $3,999-41.9% | $4,139-43.9% |
| Admin fee / account holder | $38 | $4,363-99.1% | $5,696-99.3% | $7,234-99.5% |