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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 | $185,312-88.3% | $161,489-86.6% | $154,746-86.0% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 4.93% | 103.84%-98.9pp | 89.72%-84.8pp | 172.34%-167.4pp |
| Employer contribution / active EE | $1,021 | $4,769-78.6% | $4,268-76.1% | $4,379-76.7% |
| Participant deferral / active EE | $3,392 | $6,350-46.6% | $5,630-39.8% | $6,730-49.6% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |