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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 | $36,747 | $197,603-81.4% | $177,827-79.3% | $158,950-76.9% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 5.62% | 58.76%-53.1pp | 48.32%-42.7pp | 302.91%-297.3pp |
| Employer contribution / active EE | $1,494 | $6,698-77.7% | $5,918-74.8% | $4,762-68.6% |
| Participant deferral / active EE | $6,863 | $8,404-18.3% | $7,713-11.0% | $5,983+14.7% |
| Admin fee / account holder | $0 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |