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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 | $78,385 | $198,457-60.5% | $170,435-54.0% | $147,586-46.9% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 2.46% | 257.30%-254.8pp | 205.94%-203.5pp | 578.59%-576.1pp |
| Employer contribution / active EE | $3,042 | $6,183-50.8% | $5,432-44.0% | $4,876-37.6% |
| Participant deferral / active EE | $9,000 | $5,629+59.9% | $4,939+82.2% | $5,439+65.5% |
| Admin fee / account holder | $138 | $16,852-99.2% | $13,881-99.0% | $10,886-98.7% |