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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 | $140,470 | $96,678+45.3% | $86,640+62.1% | $139,466+0.7% |
| Participation rate | 55.6% | 74.4%-18.9pp | 71.7%-16.2pp | 80.3%-24.8pp |
| Annual return | 8.94% | 106.69%-97.7pp | 592.52%-583.6pp | 373.66%-364.7pp |
| Employer contribution / active EE | $1,387 | $3,265-57.5% | $3,024-54.1% | $4,754-70.8% |
| Participant deferral / active EE | $1,408 | $4,837-70.9% | $4,438-68.3% | $6,712-79.0% |
| Admin fee / account holder | $110 | $6,410-98.3% | $5,616-98.1% | $11,409-99.0% |