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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 | $52,415 | $160,070-67.3% | $147,117-64.4% | $145,897-64.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 6.13% | 98.69%-92.6pp | 420.54%-414.4pp | 552.29%-546.2pp |
| Employer contribution / active EE | $15,996 | $5,285+202.7% | $4,932+224.3% | $4,663+243.1% |
| Participant deferral / active EE | $20,333 | $8,419+141.5% | $8,065+152.1% | $6,689+204.0% |
| Admin fee / account holder | $254 | $15,035-98.3% | $12,993-98.0% | $13,390-98.1% |