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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 | $79,765 | $60,119+32.7% | $90,430-11.8% | $79,858-0.1% |
| Participation rate | 45.8% | 65.0%-19.1pp | 72.7%-26.9pp | 69.6%-23.8pp |
| Annual return | 10.09% | 71.94%-61.8pp | 1293.73%-1283.6pp | 31.72%-21.6pp |
| Employer contribution / active EE | $215 | $2,068-89.6% | $3,262-93.4% | $2,471-91.3% |
| Participant deferral / active EE | $2,957 | $2,938+0.6% | $3,963-25.4% | $3,740-21.0% |
| Admin fee / account holder | $160 | $3,976-96.0% | $5,613-97.2% | $5,306-97.0% |