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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 | $99,921-45.3% | $85,009-35.7% | $145,959-62.5% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 0.94% | 83.89%-82.9pp | 66.47%-65.5pp | 561.95%-561.0pp |
| Employer contribution / active EE | $907 | $3,233-71.9% | $2,728-66.8% | $4,661-80.5% |
| Participant deferral / active EE | $5,750 | $5,293+8.6% | $4,522+27.2% | $6,689-14.0% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |