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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 | $172,111-87.4% | $150,298-85.6% | $137,256-84.2% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 4.93% | 69.37%-64.4pp | 62.79%-57.9pp | 220.34%-215.4pp |
| Employer contribution / active EE | $1,021 | $4,636-78.0% | $4,154-75.4% | $4,156-75.4% |
| Participant deferral / active EE | $3,392 | $6,166-45.0% | $5,453-37.8% | $6,407-47.1% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |