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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 | $83,425 | $150,412-44.5% | $120,574-30.8% | $145,884-42.8% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.3pp | 80.3%-13.6pp |
| Annual return | 7.32% | 154.50%-147.2pp | 107.42%-100.1pp | 551.85%-544.5pp |
| Employer contribution / active EE | $1,291 | $4,355-70.4% | $3,471-62.8% | $4,662-72.3% |
| Participant deferral / active EE | $2,199 | $6,175-64.4% | $4,996-56.0% | $6,690-67.1% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |