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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 | $43,542 | $103,038-57.7% | $90,324-51.8% | $152,909-71.5% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 5.57% | 95.25%-89.7pp | 78.15%-72.6pp | 345.46%-339.9pp |
| Employer contribution / active EE | $624 | $3,141-80.1% | $2,856-78.1% | $4,764-86.9% |
| Participant deferral / active EE | $18,400 | $4,282+329.7% | $3,885+373.6% | $5,851+214.5% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |