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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 | $12,869 | $100,970-87.3% | $96,576-86.7% | $137,256-90.6% |
| Participation rate | 61.5% | 82.6%-21.1pp | 81.4%-19.9pp | 80.0%-18.4pp |
| Annual return | 4.18% | 38.16%-34.0pp | 38.47%-34.3pp | 220.34%-216.2pp |
| Employer contribution / active EE | $2,644 | $3,809-30.6% | $3,553-25.6% | $4,156-36.4% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |