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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 | $111,785-68.5% | $93,669-62.4% | $145,877-75.8% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 5.93% | 203.79%-197.9pp | 133.59%-127.7pp | 551.28%-545.4pp |
| Employer contribution / active EE | $1,146 | $3,096-63.0% | $2,424-52.7% | $4,663-75.4% |
| Participant deferral / active EE | $6,523 | $4,919+32.6% | $4,416+47.7% | $6,691-2.5% |
| Admin fee / account holder | $211 | $10,256-97.9% | $8,291-97.5% | $13,402-98.4% |