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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 | $46,871 | $106,008-55.8% | $92,240-49.2% | $147,586-68.2% |
| Participation rate | 53.3% | 80.4%-27.1pp | 76.5%-23.1pp | 82.8%-29.5pp |
| Annual return | 9.06% | 50.05%-41.0pp | 176.29%-167.2pp | 578.59%-569.5pp |
| Employer contribution / active EE | $1,488 | $4,333-65.7% | $3,680-59.6% | $4,876-69.5% |
| Participant deferral / active EE | $2,777 | $4,478-38.0% | $3,897-28.7% | $5,439-48.9% |
| Admin fee / account holder | $166 | $6,333-97.4% | $5,194-96.8% | $10,886-98.5% |