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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 | $84,803 | $154,209-45.0% | $130,062-34.8% | $139,487-39.2% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.4pp | 80.3%-23.2pp |
| Annual return | 5.90% | 32.52%-26.6pp | -137.37%+143.3pp | 373.84%-367.9pp |
| Employer contribution / active EE | $1,471 | $5,292-72.2% | $4,322-66.0% | $4,755-69.1% |
| Participant deferral / active EE | $2,900 | $6,709-56.8% | $5,821-50.2% | $6,713-56.8% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |