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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 | $111,833 | $165,381-32.4% | $149,730-25.3% | $158,966-29.6% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 5.96% | 348.29%-342.3pp | 276.70%-270.7pp | 302.95%-297.0pp |
| Employer contribution / active EE | $1,833 | $5,104-64.1% | $4,645-60.5% | $4,762-61.5% |
| Participant deferral / active EE | $4,813 | $7,182-33.0% | $6,843-29.7% | $5,983-19.6% |
| Admin fee / account holder | $73 | $10,809-99.3% | $9,310-99.2% | $11,250-99.4% |