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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 | $40,317 | $228,352-82.3% | $185,835-78.3% | $158,966-74.6% |
| Participation rate | 64.7% | 82.3%-17.6pp | 78.0%-13.3pp | 82.0%-17.3pp |
| Annual return | 1.85% | 40.81%-39.0pp | 35.96%-34.1pp | 302.95%-301.1pp |
| Employer contribution / active EE | $2,204 | $4,967-55.6% | $4,087-46.1% | $4,762-53.7% |
| Participant deferral / active EE | $3,763 | $6,416-41.4% | $5,633-33.2% | $5,983-37.1% |
| Admin fee / account holder | $2 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |