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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 | $39,244 | $53,063-26.0% | $124,206-68.4% | $82,637-52.5% |
| Participation rate | 38.0% | 58.4%-20.4pp | 69.6%-31.6pp | 68.1%-30.1pp |
| Annual return | 10.64% | 68.87%-58.2pp | 515.27%-504.6pp | 53.51%-42.9pp |
| Employer contribution / active EE | $1,655 | $1,530+8.1% | $3,540-53.3% | $2,552-35.2% |
| Participant deferral / active EE | $773 | $2,644-70.8% | $3,968-80.5% | $4,126-81.3% |
| Admin fee / account holder | $0 | $4,281-100.0% | $5,929-100.0% | $7,339-100.0% |