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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 | $18,324 | $102,638-82.1% | $81,982-77.6% | $158,982-88.5% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.3%-2.6pp | 82.0%-15.3pp |
| Annual return | 5.40% | 61.05%-55.7pp | 41.31%-35.9pp | 302.99%-297.6pp |
| Employer contribution / active EE | $1,803 | $3,241-44.4% | $2,498-27.8% | $4,763-62.1% |
| Participant deferral / active EE | $6,292 | $4,649+35.3% | $3,722+69.0% | $5,983+5.1% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,252-100.0% |