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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 | $16,967 | $85,060-80.1% | $70,548-75.9% | $139,456-87.8% |
| Participation rate | 63.6% | 73.9%-10.3pp | 68.3%-4.7pp | 80.3%-16.7pp |
| Annual return | 3.60% | 30.38%-26.8pp | 32.78%-29.2pp | 373.45%-369.9pp |
| Employer contribution / active EE | $1,266 | $3,911-67.6% | $2,975-57.5% | $4,753-73.4% |
| Participant deferral / active EE | $1,582 | $5,890-73.1% | $4,567-65.4% | $6,711-76.4% |
| Admin fee / account holder | $0 | $8,925-100.0% | $6,424-100.0% | $11,407-100.0% |