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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 | $37,004 | $149,040-75.2% | $120,225-69.2% | $137,256-73.0% |
| Participation rate | 22.2% | 75.4%-53.2pp | 69.6%-47.4pp | 80.0%-57.7pp |
| Annual return | 5.99% | 605.68%-599.7pp | 439.23%-433.2pp | 220.34%-214.3pp |
| Employer contribution / active EE | $1,345 | $4,350-69.1% | $3,475-61.3% | $4,156-67.6% |
| Participant deferral / active EE | $3,167 | $4,655-32.0% | $3,999-20.8% | $6,407-50.6% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |