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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 | $84,108 | $103,008-18.3% | $90,304-6.9% | $152,897-45.0% |
| Participation rate | 63.2% | 75.9%-12.7pp | 73.3%-10.1pp | 82.5%-19.3pp |
| Annual return | 4.48% | 95.22%-90.7pp | 78.13%-73.7pp | 345.43%-341.0pp |
| Employer contribution / active EE | $2,073 | $3,139-34.0% | $2,855-27.4% | $4,764-56.5% |
| Participant deferral / active EE | $3,538 | $4,281-17.4% | $3,885-8.9% | $5,851-39.5% |
| Admin fee / account holder | $74 | $6,175-98.8% | $5,354-98.6% | $11,599-99.4% |