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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 | $20,649 | $90,489-77.2% | $76,051-72.8% | $145,978-85.9% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 5.26% | 622.78%-617.5pp | 360.42%-355.2pp | 550.52%-545.3pp |
| Employer contribution / active EE | $1,902 | $3,319-42.7% | $2,690-29.3% | $4,662-59.2% |
| Participant deferral / active EE | $1,902 | $5,164-63.2% | $4,257-55.3% | $6,690-71.6% |
| Admin fee / account holder | $191 | $8,374-97.7% | $6,416-97.0% | $13,400-98.6% |