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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 | $25,158 | $111,814-77.5% | $103,378-75.7% | $145,978-82.8% |
| Participation rate | 69.2% | 77.9%-8.7pp | 74.5%-5.3pp | 80.3%-11.1pp |
| Annual return | 4.89% | 24.80%-19.9pp | 24.91%-20.0pp | 550.52%-545.6pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,178 | $5,618-25.6% | $5,058-17.4% | $6,690-37.5% |
| Admin fee / account holder | $73 | $9,764-99.3% | $8,401-99.1% | $13,400-99.5% |