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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 | $68,494 | $60,128+13.9% | $90,440-24.3% | $79,852-14.2% |
| Participation rate | 58.8% | 65.0%-6.2pp | 72.7%-13.9pp | 69.6%-10.8pp |
| Annual return | 5.17% | 71.95%-66.8pp | 1294.38%-1289.2pp | 31.72%-26.5pp |
| Employer contribution / active EE | $1,130 | $2,068-45.4% | $3,263-65.4% | $2,471-54.3% |
| Participant deferral / active EE | $3,123 | $2,939+6.3% | $3,964-21.2% | $3,740-16.5% |
| Admin fee / account holder | $201 | $3,977-94.9% | $5,615-96.4% | $5,306-96.2% |