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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 | $21,649 | $174,379-87.6% | $152,093-85.8% | $138,895-84.4% |
| Participation rate | 57.1% | 81.6%-24.5pp | 77.8%-20.6pp | 79.9%-22.8pp |
| Annual return | 4.93% | 74.86%-69.9pp | 66.36%-61.4pp | 145.39%-140.5pp |
| Employer contribution / active EE | $1,021 | $4,652-78.1% | $4,175-75.6% | $4,194-75.7% |
| Participant deferral / active EE | $3,392 | $6,159-44.9% | $5,451-37.8% | $6,396-47.0% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |