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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 | $47,805 | $103,392-53.8% | $87,104-45.1% | $152,897-68.7% |
| Participation rate | 63.6% | 79.4%-15.7pp | 76.9%-13.2pp | 82.5%-18.8pp |
| Annual return | 7.04% | 28.10%-21.1pp | 28.19%-21.1pp | 345.43%-338.4pp |
| Employer contribution / active EE | $1,833 | $3,221-43.1% | $2,521-27.3% | $4,764-61.5% |
| Participant deferral / active EE | $6,064 | $4,778+26.9% | $4,048+49.8% | $5,851+3.6% |
| Admin fee / account holder | $246 | $12,194-98.0% | $7,491-96.7% | $11,599-97.9% |