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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 | $31,742 | $160,040-80.2% | $147,096-78.4% | $145,877-78.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 8.55% | 98.49%-89.9pp | 419.75%-411.2pp | 551.28%-542.7pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,050 | $8,429-40.1% | $8,071-37.4% | $6,691-24.5% |
| Admin fee / account holder | $255 | $15,050-98.3% | $13,005-98.0% | $13,402-98.1% |