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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 | $39,190 | $111,830-65.0% | $93,696-58.2% | $145,884-73.1% |
| Participation rate | 36.4% | 74.2%-37.9pp | 68.7%-32.4pp | 80.3%-43.9pp |
| Annual return | 7.27% | 204.08%-196.8pp | 133.74%-126.5pp | 551.85%-544.6pp |
| Employer contribution / active EE | $2,562 | $3,093-17.2% | $2,422+5.8% | $4,662-45.1% |
| Participant deferral / active EE | $5,208 | $4,920+5.8% | $4,417+17.9% | $6,690-22.2% |
| Admin fee / account holder | $220 | $10,249-97.8% | $8,287-97.3% | $13,392-98.4% |