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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 | $91,516 | $48,053+90.4% | $84,637+8.1% | $72,976+25.4% |
| Participation rate | 38.9% | 57.6%-18.7pp | 68.2%-29.3pp | 69.5%-30.6pp |
| Annual return | 10.95% | 37.39%-26.4pp | 258.82%-247.9pp | 81.02%-70.1pp |
| Employer contribution / active EE | $727 | $1,602-54.6% | $2,653-72.6% | $2,440-70.2% |
| Participant deferral / active EE | $2,640 | $2,681-1.5% | $3,900-32.3% | $3,608-26.8% |
| Admin fee / account holder | $175 | $3,395-94.8% | $4,914-96.4% | $5,124-96.6% |