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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 | $107,368-6.9% | $92,915+7.6% | $152,909-34.6% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.5%-26.9pp |
| Annual return | 0.24% | 145.64%-145.4pp | 109.45%-109.2pp | 345.46%-345.2pp |
| Employer contribution / active EE | $1,274 | $4,222-69.8% | $3,653-65.1% | $4,764-73.3% |
| Participant deferral / active EE | $5,556 | $4,848+14.6% | $4,238+31.1% | $5,851-5.1% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |