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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 | $112,079 | $160,040-30.0% | $147,096-23.8% | $145,877-23.2% |
| Participation rate | 42.1% | 84.0%-41.9pp | 82.2%-40.1pp | 80.3%-38.2pp |
| Annual return | 8.47% | 98.49%-90.0pp | 419.75%-411.3pp | 551.28%-542.8pp |
| Employer contribution / active EE | $2,011 | $5,289-62.0% | $4,936-59.3% | $4,663-56.9% |
| Participant deferral / active EE | $3,834 | $8,429-54.5% | $8,071-52.5% | $6,691-42.7% |
| Admin fee / account holder | $54 | $15,050-99.6% | $13,005-99.6% | $13,402-99.6% |