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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 | $37,780 | $102,385-63.1% | $147,080-74.3% | $80,935-53.3% |
| Participation rate | 57.1% | 75.9%-18.7pp | 82.2%-25.0pp | 67.7%-10.5pp |
| Annual return | 10.74% | 135.09%-124.4pp | 420.17%-409.4pp | 35.66%-24.9pp |
| Employer contribution / active EE | $2,354 | $3,717-36.7% | $4,933-52.3% | $2,757-14.6% |
| Participant deferral / active EE | $5,815 | $6,651-12.6% | $8,066-27.9% | $4,299+35.2% |
| Admin fee / account holder | $98 | $7,951-98.8% | $12,989-99.2% | $6,924-98.6% |