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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 | $37,820 | $181,896-79.2% | $156,551-75.8% | $273,972-86.2% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | -6.93% | 30.74%-37.7pp | 32.23%-39.2pp | 41.46%-48.4pp |
| Employer contribution / active EE | $3,385 | $6,248-45.8% | $5,501-38.5% | $4,869-30.5% |
| Participant deferral / active EE | $6,347 | $5,550+14.4% | $4,871+30.3% | $5,287+20.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |