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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 | $41,126 | $107,363-61.7% | $92,909-55.7% | $152,897-73.1% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 1.57% | 145.63%-144.1pp | 109.44%-107.9pp | 345.43%-343.9pp |
| Employer contribution / active EE | $1,931 | $4,222-54.3% | $3,653-47.1% | $4,764-59.5% |
| Participant deferral / active EE | $8,400 | $4,848+73.3% | $4,238+98.2% | $5,851+43.6% |
| Admin fee / account holder | $73 | $7,082-99.0% | $5,795-98.7% | $11,599-99.4% |