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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 | $53,902 | $169,356-68.2% | $129,406-58.3% | $145,897-63.1% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 5.43% | 14418.62%-14413.2pp | 9468.18%-9462.8pp | 552.29%-546.9pp |
| Employer contribution / active EE | $2,108 | $5,542-62.0% | $4,155-49.3% | $4,663-54.8% |
| Participant deferral / active EE | $8,916 | $4,987+78.8% | $4,167+113.9% | $6,689+33.3% |
| Admin fee / account holder | $212 | $9,915-97.9% | $7,689-97.2% | $13,390-98.4% |