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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 | $78,158 | $60,128+30.0% | $90,440-13.6% | $79,852-2.1% |
| Participation rate | 63.0% | 65.0%-2.0pp | 72.7%-9.7pp | 69.6%-6.7pp |
| Annual return | 9.54% | 71.95%-62.4pp | 1294.38%-1284.8pp | 31.72%-22.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,084 | $2,939+107.0% | $3,964+53.5% | $3,740+62.7% |
| Admin fee / account holder | $92 | $3,977-97.7% | $5,615-98.4% | $5,306-98.3% |