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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 | $30,771 | $149,040-79.4% | $120,225-74.4% | $137,256-77.6% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 7.97% | 605.68%-597.7pp | 439.23%-431.3pp | 220.34%-212.4pp |
| Employer contribution / active EE | $1,199 | $4,350-72.4% | $3,475-65.5% | $4,156-71.1% |
| Participant deferral / active EE | $4,171 | $4,655-10.4% | $3,999+4.3% | $6,407-34.9% |
| Admin fee / account holder | $188 | $6,348-97.0% | $5,696-96.7% | $12,270-98.5% |