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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 | $87,376 | $166,131-47.4% | $164,975-47.0% | $145,877-40.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 8.40% | 100.37%-92.0pp | 70.12%-61.7pp | 551.28%-542.9pp |
| Employer contribution / active EE | $1,920 | $5,276-63.6% | $4,343-55.8% | $4,663-58.8% |
| Participant deferral / active EE | $15,250 | $6,962+119.0% | $6,033+152.8% | $6,691+127.9% |
| Admin fee / account holder | $256 | $16,648-98.5% | $12,688-98.0% | $13,402-98.1% |