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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 | $99,935 | $107,353-6.9% | $92,903+7.6% | $152,885-34.6% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.5%-26.9pp |
| Annual return | 0.24% | 145.62%-145.4pp | 109.43%-109.2pp | 345.39%-345.1pp |
| Employer contribution / active EE | $1,274 | $4,222-69.8% | $3,653-65.1% | $4,763-73.2% |
| Participant deferral / active EE | $5,556 | $4,848+14.6% | $4,238+31.1% | $5,851-5.0% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |