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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 | $36,914 | $111,830-67.0% | $93,696-60.6% | $145,884-74.7% |
| Participation rate | 53.8% | 74.2%-20.4pp | 68.7%-14.9pp | 80.3%-26.5pp |
| Annual return | 7.57% | 204.08%-196.5pp | 133.74%-126.2pp | 551.85%-544.3pp |
| Employer contribution / active EE | $1,549 | $3,093-49.9% | $2,422-36.0% | $4,662-66.8% |
| Participant deferral / active EE | $5,346 | $4,920+8.7% | $4,417+21.0% | $6,690-20.1% |
| Admin fee / account holder | $65 | $10,249-99.4% | $8,287-99.2% | $13,392-99.5% |