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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 | $90,691-77.2% | $76,119-72.9% | $145,884-85.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 5.26% | 624.52%-619.3pp | 361.25%-356.0pp | 551.85%-546.6pp |
| Employer contribution / active EE | $1,902 | $3,329-42.9% | $2,693-29.4% | $4,662-59.2% |
| Participant deferral / active EE | $1,902 | $5,167-63.2% | $4,259-55.3% | $6,690-71.6% |
| Admin fee / account holder | $191 | $8,383-97.7% | $6,421-97.0% | $13,392-98.6% |