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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 | $82,271 | $72,071+14.2% | $68,368+20.3% | $137,256-40.1% |
| Participation rate | 53.3% | 76.2%-22.9pp | 73.8%-20.4pp | 80.0%-26.6pp |
| Annual return | 10.75% | 353.14%-342.4pp | 292.57%-281.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $3,994 | $2,788+43.3% | $2,649+50.8% | $4,156-3.9% |
| Participant deferral / active EE | $2,713 | $4,410-38.5% | $4,123-34.2% | $6,407-57.7% |
| Admin fee / account holder | $23 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |