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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 | $20,757 | $183,516-88.7% | $155,534-86.7% | $145,884-85.8% |
| Participation rate | 69.2% | 82.7%-13.5pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 7.94% | 61.43%-53.5pp | 64.92%-57.0pp | 551.85%-543.9pp |
| Employer contribution / active EE | $4,835 | $5,315-9.0% | $4,675+3.4% | $4,662+3.7% |
| Participant deferral / active EE | $2,515 | $6,467-61.1% | $5,630-55.3% | $6,690-62.4% |
| Admin fee / account holder | $298 | $19,293-98.5% | $15,900-98.1% | $13,392-97.8% |