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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 | $69,061 | $104,937-34.2% | $84,628-18.4% | $152,897-54.8% |
| Participation rate | 62.5% | 74.8%-12.3pp | 68.2%-5.7pp | 82.5%-20.0pp |
| Annual return | 5.80% | 373.88%-368.1pp | 258.80%-253.0pp | 345.43%-339.6pp |
| Employer contribution / active EE | $1,178 | $3,303-64.3% | $2,653-55.6% | $4,764-75.3% |
| Participant deferral / active EE | $1,430 | $4,690-69.5% | $3,900-63.3% | $5,851-75.6% |
| Admin fee / account holder | $28 | $6,243-99.5% | $4,914-99.4% | $11,599-99.8% |