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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 | $54,051 | $96,388-43.9% | $80,627-33.0% | $139,466-61.2% |
| Participation rate | 55.6% | 73.6%-18.1pp | 67.0%-11.5pp | 80.3%-24.8pp |
| Annual return | 1.79% | 1352.08%-1350.3pp | 936.76%-935.0pp | 373.66%-371.9pp |
| Employer contribution / active EE | $2,019 | $3,260-38.1% | $2,723-25.8% | $4,754-57.5% |
| Participant deferral / active EE | $3,439 | $5,224-34.2% | $4,443-22.6% | $6,712-48.8% |
| Admin fee / account holder | $1 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |