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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 | $70,269 | $232,540-69.8% | $185,117-62.0% | $147,586-52.4% |
| Participation rate | 40.0% | 82.4%-42.4pp | 77.3%-37.3pp | 82.8%-42.8pp |
| Annual return | 4.20% | 43.03%-38.8pp | 40.50%-36.3pp | 578.59%-574.4pp |
| Employer contribution / active EE | $606 | $5,195-88.3% | $4,182-85.5% | $4,876-87.6% |
| Participant deferral / active EE | $2,370 | $5,834-59.4% | $5,045-53.0% | $5,439-56.4% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |