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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 | $92,104 | $175,231-47.4% | $149,696-38.5% | $139,466-34.0% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 0.51% | 166.77%-166.3pp | 134.46%-133.9pp | 373.66%-373.2pp |
| Employer contribution / active EE | $1,653 | $5,478-69.8% | $4,821-65.7% | $4,754-65.2% |
| Participant deferral / active EE | $2,278 | $6,521-65.1% | $5,682-59.9% | $6,712-66.1% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |