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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 | $54,507 | $102,663-46.9% | $86,216-36.8% | $139,466-60.9% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.0%-6.5pp | 80.3%-17.8pp |
| Annual return | 4.17% | 1924.52%-1920.3pp | 1169.42%-1165.2pp | 373.66%-369.5pp |
| Employer contribution / active EE | $1,925 | $3,035-36.6% | $2,382-19.2% | $4,754-59.5% |
| Participant deferral / active EE | $5,412 | $4,677+15.7% | $3,986+35.8% | $6,712-19.4% |
| Admin fee / account holder | $167 | $8,663-98.1% | $6,853-97.6% | $11,409-98.5% |