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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 | $18,905 | $49,199-61.6% | $121,204-84.4% | $75,173-74.9% |
| Participation rate | 60.0% | 55.4%+4.6pp | 69.5%-9.5pp | 67.2%-7.2pp |
| Annual return | 0.65% | 56.04%-55.4pp | 987.18%-986.5pp | 160.72%-160.1pp |
| Employer contribution / active EE | $4,491 | $1,547+190.3% | $4,170+7.7% | $2,671+68.2% |
| Participant deferral / active EE | $3,905 | $2,630+48.5% | $4,083-4.4% | $4,126-5.4% |
| Admin fee / account holder | $117 | $3,946-97.0% | $5,651-97.9% | $5,651-97.9% |