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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 | $68,176 | $150,412-54.7% | $120,574-43.5% | $145,884-53.3% |
| Participation rate | 56.3% | 78.8%-22.5pp | 71.9%-15.7pp | 80.3%-24.1pp |
| Annual return | 7.49% | 154.50%-147.0pp | 107.42%-99.9pp | 551.85%-544.4pp |
| Employer contribution / active EE | $2,444 | $4,355-43.9% | $3,471-29.6% | $4,662-47.6% |
| Participant deferral / active EE | $4,301 | $6,175-30.3% | $4,996-13.9% | $6,690-35.7% |
| Admin fee / account holder | $199 | $12,224-98.4% | $9,445-97.9% | $13,392-98.5% |