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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 | $27,315 | $106,923-74.5% | $84,023-67.5% | $152,909-82.1% |
| Participation rate | 50.0% | 75.3%-25.3pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 0.86% | 105.02%-104.2pp | 71.32%-70.5pp | 345.46%-344.6pp |
| Employer contribution / active EE | $1,045 | $2,735-61.8% | $1,984-47.3% | $4,764-78.1% |
| Participant deferral / active EE | $7,125 | $4,013+77.6% | $3,239+120.0% | $5,851+21.8% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |