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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 | $34,807 | $166,131-79.0% | $164,975-78.9% | $145,877-76.1% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.2pp |
| Annual return | 7.99% | 100.37%-92.4pp | 70.12%-62.1pp | 551.28%-543.3pp |
| Employer contribution / active EE | $1,337 | $5,276-74.7% | $4,343-69.2% | $4,663-71.3% |
| Participant deferral / active EE | $3,503 | $6,962-49.7% | $6,033-41.9% | $6,691-47.6% |
| Admin fee / account holder | $34 | $16,648-99.8% | $12,688-99.7% | $13,402-99.7% |