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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 | $40,410 | $28,624+41.2% | $53,647-24.7% | $82,637-51.1% |
| Participation rate | 46.7% | 47.3%-0.6pp | 56.3%-9.6pp | 68.1%-21.4pp |
| Annual return | 7.37% | 664.98%-657.6pp | 358.33%-351.0pp | 53.51%-46.1pp |
| Employer contribution / active EE | $1,981 | $637+211.2% | $962+105.9% | $2,552-22.4% |
| Participant deferral / active EE | $7,353 | $1,196+514.7% | $1,813+305.6% | $4,126+78.2% |
| Admin fee / account holder | $260 | $2,022-87.1% | $2,460-89.4% | $7,339-96.5% |