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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 | $42,634 | $97,125-56.1% | $86,233-50.6% | $137,256-68.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 9.52% | 74.19%-64.7pp | 61.39%-51.9pp | 220.34%-210.8pp |
| Employer contribution / active EE | $1,008 | $2,841-64.5% | $2,504-59.8% | $4,156-75.8% |
| Participant deferral / active EE | $10,539 | $5,180+103.5% | $4,559+131.2% | $6,407+64.5% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |