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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 | $42,568 | $110,278-61.4% | $95,740-55.5% | $139,466-69.5% |
| Participation rate | 66.7% | 75.7%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 7.71% | 27.19%-19.5pp | 28.41%-20.7pp | 373.66%-366.0pp |
| Employer contribution / active EE | $6,267 | $3,260+92.2% | $2,836+121.0% | $4,754+31.8% |
| Participant deferral / active EE | $12,343 | $4,674+164.1% | $4,244+190.9% | $6,712+83.9% |
| Admin fee / account holder | $73 | $6,613-98.9% | $5,676-98.7% | $11,409-99.4% |