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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 | $27,328 | $90,530-69.8% | $76,030-64.1% | $145,897-81.3% |
| Participation rate | 69.2% | 74.4%-5.2pp | 69.1%+0.2pp | 80.3%-11.1pp |
| Annual return | 7.10% | 625.08%-618.0pp | 361.54%-354.4pp | 552.29%-545.2pp |
| Employer contribution / active EE | $1,877 | $3,319-43.5% | $2,688-30.2% | $4,663-59.7% |
| Participant deferral / active EE | $8,991 | $5,164+74.1% | $4,257+111.2% | $6,689+34.4% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,390-100.0% |