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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 | $35,824 | $100,073-64.2% | $85,126-57.9% | $145,877-75.4% |
| Participation rate | 20.0% | 74.1%-54.1pp | 67.5%-47.5pp | 80.3%-60.3pp |
| Annual return | 3.85% | 84.11%-80.3pp | 66.63%-62.8pp | 551.28%-547.4pp |
| Employer contribution / active EE | $3,981 | $3,236+23.0% | $2,731+45.8% | $4,663-14.6% |
| Participant deferral / active EE | $5,400 | $5,294+2.0% | $4,523+19.4% | $6,691-19.3% |
| Admin fee / account holder | $14 | $7,261-99.8% | $6,160-99.8% | $13,402-99.9% |