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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 | $47,173 | $105,856-55.4% | $90,161-47.7% | $147,586-68.0% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 9.61% | 37.63%-28.0pp | 34.89%-25.3pp | 578.59%-569.0pp |
| Employer contribution / active EE | $5,771 | $4,126+39.8% | $3,318+73.9% | $4,876+18.3% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $292 | $8,046-96.4% | $5,943-95.1% | $10,886-97.3% |