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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 | $44,283 | $108,942-59.4% | $100,415-55.9% | $145,897-69.6% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.9pp | 80.3%-13.6pp |
| Annual return | 7.46% | 58.27%-50.8pp | 49.47%-42.0pp | 552.29%-544.8pp |
| Employer contribution / active EE | $3,060 | $4,422-30.8% | $3,943-22.4% | $4,663-34.4% |
| Participant deferral / active EE | $3,914 | $8,461-53.7% | $8,091-51.6% | $6,689-41.5% |
| Admin fee / account holder | $43 | $9,702-99.6% | $7,906-99.5% | $13,390-99.7% |