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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 | $108,897-59.3% | $100,378-55.9% | $145,877-69.6% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 7.46% | 58.17%-50.7pp | 49.41%-41.9pp | 551.28%-543.8pp |
| Employer contribution / active EE | $3,060 | $4,420-30.8% | $3,942-22.4% | $4,663-34.4% |
| Participant deferral / active EE | $3,914 | $8,455-53.7% | $8,087-51.6% | $6,691-41.5% |
| Admin fee / account holder | $43 | $9,690-99.6% | $7,899-99.5% | $13,402-99.7% |