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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 | $54,687 | $100,073-45.4% | $85,126-35.8% | $145,877-62.5% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 0.94% | 84.11%-83.2pp | 66.63%-65.7pp | 551.28%-550.3pp |
| Employer contribution / active EE | $907 | $3,236-72.0% | $2,731-66.8% | $4,663-80.5% |
| Participant deferral / active EE | $5,750 | $5,294+8.6% | $4,523+27.1% | $6,691-14.1% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |