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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 | $46,076 | $73,546-37.4% | $63,018-26.9% | $147,586-68.8% |
| Participation rate | 58.3% | 77.9%-19.5pp | 74.8%-16.5pp | 82.8%-24.5pp |
| Annual return | 6.51% | 175.56%-169.0pp | 87.62%-81.1pp | 578.59%-572.1pp |
| Employer contribution / active EE | $2,376 | $3,324-28.5% | $2,761-14.0% | $4,876-51.3% |
| Participant deferral / active EE | $2,770 | $4,185-33.8% | $3,330-16.8% | $5,439-49.1% |
| Admin fee / account holder | $2 | $5,956-100.0% | $3,601-99.9% | $10,886-100.0% |