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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 | $60,690 | $160,028-62.1% | $147,080-58.7% | $145,884-58.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 8.60% | 98.60%-90.0pp | 420.17%-411.6pp | 551.85%-543.3pp |
| Employer contribution / active EE | $1,470 | $5,286-72.2% | $4,933-70.2% | $4,662-68.5% |
| Participant deferral / active EE | $2,616 | $8,422-68.9% | $8,066-67.6% | $6,690-60.9% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |