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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 | $53,297 | $56,134-5.1% | $96,192-44.6% | $85,851-37.9% |
| Participation rate | 50.0% | 56.7%-6.7pp | 68.4%-18.4pp | 69.3%-19.3pp |
| Annual return | 9.16% | 42.30%-33.1pp | 192.09%-182.9pp | 318.63%-309.5pp |
| Employer contribution / active EE | $1,391 | $1,620-14.2% | $2,799-50.3% | $2,565-45.8% |
| Participant deferral / active EE | $2,129 | $2,858-25.5% | $4,351-51.1% | $3,952-46.1% |
| Admin fee / account holder | $172 | $3,769-95.4% | $5,539-96.9% | $6,261-97.3% |