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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 | $33,197 | $124,314-73.3% | $109,163-69.6% | $167,518-80.2% |
| Participation rate | 56.3% | 79.4%-23.2pp | 75.9%-19.6pp | 82.1%-25.9pp |
| Annual return | 7.95% | 26.04%-18.1pp | 25.75%-17.8pp | 478.71%-470.8pp |
| Employer contribution / active EE | $4,962 | $4,209+17.9% | $3,723+33.3% | $4,838+2.5% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |