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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 | $59,720 | $99,011-39.7% | $86,582-31.0% | $147,586-59.5% |
| Participation rate | 33.3% | 76.3%-43.0pp | 73.5%-40.2pp | 82.8%-49.5pp |
| Annual return | 5.11% | 1312.75%-1307.6pp | 965.08%-960.0pp | 578.59%-573.5pp |
| Employer contribution / active EE | $1,348 | $3,132-57.0% | $2,839-52.5% | $4,876-72.4% |
| Participant deferral / active EE | $5,067 | $3,972+27.6% | $3,609+40.4% | $5,439-6.8% |
| Admin fee / account holder | $275 | $5,709-95.2% | $4,904-94.4% | $10,886-97.5% |