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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 | $49,680 | $160,070-69.0% | $147,117-66.2% | $145,897-65.9% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 8.24% | 98.69%-90.4pp | 420.54%-412.3pp | 552.29%-544.1pp |
| Employer contribution / active EE | $1,450 | $5,285-72.6% | $4,932-70.6% | $4,663-68.9% |
| Participant deferral / active EE | $3,782 | $8,419-55.1% | $8,065-53.1% | $6,689-43.5% |
| Admin fee / account holder | $272 | $15,035-98.2% | $12,993-97.9% | $13,390-98.0% |