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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 | $68,691 | $102,393-32.9% | $147,041-53.3% | $80,911-15.1% |
| Participation rate | 41.8% | 75.9%-34.0pp | 82.2%-40.4pp | 67.6%-25.8pp |
| Annual return | 9.24% | 134.95%-125.7pp | 419.21%-410.0pp | 35.63%-26.4pp |
| Employer contribution / active EE | $1,879 | $3,715-49.4% | $4,935-61.9% | $2,756-31.8% |
| Participant deferral / active EE | $4,013 | $6,647-39.6% | $8,071-50.3% | $4,297-6.6% |
| Admin fee / account holder | $23 | $7,943-99.7% | $13,006-99.8% | $6,935-99.7% |