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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 | $57,021 | $70,366-19.0% | $66,674-14.5% | $138,895-58.9% |
| Participation rate | 61.5% | 76.2%-14.6pp | 73.7%-12.1pp | 79.9%-18.4pp |
| Annual return | 11.71% | 386.41%-374.7pp | 321.24%-309.5pp | 145.39%-133.7pp |
| Employer contribution / active EE | $1,033 | $2,765-62.7% | $2,620-60.6% | $4,194-75.4% |
| Participant deferral / active EE | $1,033 | $4,374-76.4% | $4,084-74.7% | $6,396-83.9% |
| Admin fee / account holder | $4 | $5,262-99.9% | $5,098-99.9% | $12,562-100.0% |