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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 | $35,232 | $111,830-68.5% | $93,696-62.4% | $145,884-75.8% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 5.93% | 204.08%-198.1pp | 133.74%-127.8pp | 551.85%-545.9pp |
| Employer contribution / active EE | $1,146 | $3,093-62.9% | $2,422-52.7% | $4,662-75.4% |
| Participant deferral / active EE | $6,523 | $4,920+32.6% | $4,417+47.7% | $6,690-2.5% |
| Admin fee / account holder | $211 | $10,249-97.9% | $8,287-97.5% | $13,392-98.4% |