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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 | $87,136 | $124,336-29.9% | $111,303-21.7% | $167,518-48.0% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 4.35% | 37.45%-33.1pp | 54.66%-50.3pp | 478.71%-474.4pp |
| Employer contribution / active EE | $2,150 | $3,436-37.4% | $2,731-21.3% | $4,838-55.6% |
| Participant deferral / active EE | $4,952 | $5,181-4.4% | $4,487+10.3% | $6,342-21.9% |
| Admin fee / account holder | $163 | $10,623-98.5% | $7,966-98.0% | $12,312-98.7% |