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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 | $26,487 | $107,363-75.3% | $92,909-71.5% | $152,897-82.7% |
| Participation rate | 42.1% | 79.8%-37.7pp | 76.0%-33.9pp | 82.5%-40.3pp |
| Annual return | 8.58% | 145.63%-137.0pp | 109.44%-100.9pp | 345.43%-336.8pp |
| Employer contribution / active EE | $3,794 | $4,222-10.1% | $3,653+3.8% | $4,764-20.4% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |