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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 | $55,286 | $144,130-61.6% | $117,861-53.1% | $147,586-62.5% |
| Participation rate | 57.1% | 83.4%-26.3pp | 79.7%-22.5pp | 82.8%-25.7pp |
| Annual return | 8.37% | 531.20%-522.8pp | 335.11%-326.7pp | 578.59%-570.2pp |
| Employer contribution / active EE | $1,734 | $4,897-64.6% | $3,786-54.2% | $4,876-64.4% |
| Participant deferral / active EE | $7,446 | $5,316+40.1% | $4,482+66.1% | $5,439+36.9% |
| Admin fee / account holder | $124 | $10,887-98.9% | $8,021-98.5% | $10,886-98.9% |