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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 | $107,051 | $124,351-13.9% | $109,188-2.0% | $167,553-36.1% |
| Participation rate | 63.6% | 79.4%-15.8pp | 75.9%-12.2pp | 82.1%-18.5pp |
| Annual return | 9.37% | 26.04%-16.7pp | 25.76%-16.4pp | 478.89%-469.5pp |
| Employer contribution / active EE | $1,353 | $4,210-67.9% | $3,723-63.7% | $4,840-72.1% |
| Participant deferral / active EE | $8,701 | $5,257+65.5% | $4,654+87.0% | $6,343+37.2% |
| Admin fee / account holder | $29 | $7,975-99.6% | $6,755-99.6% | $12,316-99.8% |