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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 | $74,980 | $111,535-32.8% | $105,223-28.7% | $137,256-45.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 9.12% | 237.85%-228.7pp | 180.65%-171.5pp | 220.34%-211.2pp |
| Employer contribution / active EE | $808 | $3,939-79.5% | $3,689-78.1% | $4,156-80.6% |
| Participant deferral / active EE | $3,232 | $5,500-41.2% | $5,072-36.3% | $6,407-49.5% |
| Admin fee / account holder | $34 | $9,721-99.7% | $8,859-99.6% | $12,270-99.7% |