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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 | $90,614-69.8% | $76,089-64.1% | $145,877-81.3% |
| Participation rate | 69.2% | 74.5%-5.3pp | 69.1%+0.1pp | 80.3%-11.1pp |
| Annual return | 7.10% | 623.80%-616.7pp | 360.94%-353.8pp | 551.28%-544.2pp |
| Employer contribution / active EE | $1,877 | $3,324-43.5% | $2,690-30.2% | $4,663-59.8% |
| Participant deferral / active EE | $8,991 | $5,168+74.0% | $4,259+111.1% | $6,691+34.4% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |