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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 | $133,108 | $223,823-40.5% | $211,142-37.0% | $154,746-14.0% |
| Participation rate | 42.9% | 87.9%-45.0pp | 87.3%-44.4pp | 80.7%-37.8pp |
| Annual return | 9.83% | 50.39%-40.6pp | 46.84%-37.0pp | 172.34%-162.5pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,697 | $9,750-62.1% | $9,284-60.2% | $6,730-45.1% |
| Admin fee / account holder | $89 | $19,707-99.5% | $19,076-99.5% | $14,365-99.4% |