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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 | $39,065 | $166,268-76.5% | $165,100-76.3% | $145,897-73.2% |
| Participation rate | 47.4% | 82.0%-34.7pp | 78.6%-31.3pp | 80.3%-32.9pp |
| Annual return | 7.48% | 100.52%-93.0pp | 70.21%-62.7pp | 552.29%-544.8pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,253 | $6,964-67.7% | $6,035-62.7% | $6,689-66.3% |
| Admin fee / account holder | $34 | $16,659-99.8% | $12,696-99.7% | $13,390-99.7% |