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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 | $109,679 | $81,749+34.2% | $58,544+87.3% | $139,456-21.4% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 4.17% | 7425.45%-7421.3pp | 4249.56%-4245.4pp | 373.45%-369.3pp |
| Employer contribution / active EE | $608 | $1,398-56.5% | $1,053-42.3% | $4,753-87.2% |
| Participant deferral / active EE | $738 | $2,555-71.1% | $1,923-61.6% | $6,711-89.0% |
| Admin fee / account holder | $149 | $3,272-95.4% | $2,520-94.1% | $11,407-98.7% |