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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 | $102,393-63.1% | $147,041-74.3% | $80,911-53.3% |
| Participation rate | 57.1% | 75.9%-18.7pp | 82.2%-25.0pp | 67.6%-10.5pp |
| Annual return | 10.74% | 134.95%-124.2pp | 419.21%-408.5pp | 35.63%-24.9pp |
| Employer contribution / active EE | $2,354 | $3,715-36.7% | $4,935-52.3% | $2,756-14.6% |
| Participant deferral / active EE | $5,815 | $6,647-12.5% | $8,071-28.0% | $4,297+35.3% |
| Admin fee / account holder | $98 | $7,943-98.8% | $13,006-99.2% | $6,935-98.6% |