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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 | $38,829 | $180,749-78.5% | $160,784-75.9% | $137,256-71.7% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 4.74% | 2234.46%-2229.7pp | 1803.92%-1799.2pp | 220.34%-215.6pp |
| Employer contribution / active EE | $1,322 | $4,155-68.2% | $3,733-64.6% | $4,156-68.2% |
| Participant deferral / active EE | $3,943 | $6,844-42.4% | $6,293-37.3% | $6,407-38.5% |
| Admin fee / account holder | $65 | $10,397-99.4% | $9,717-99.3% | $12,270-99.5% |