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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 | $43,099 | $108,942-60.4% | $100,415-57.1% | $145,897-70.5% |
| Participation rate | 44.4% | 83.0%-38.5pp | 81.5%-37.1pp | 80.3%-35.9pp |
| Annual return | 7.98% | 58.27%-50.3pp | 49.47%-41.5pp | 552.29%-544.3pp |
| Employer contribution / active EE | $1,006 | $4,422-77.2% | $3,943-74.5% | $4,663-78.4% |
| Participant deferral / active EE | $8,201 | $8,461-3.1% | $8,091+1.4% | $6,689+22.6% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |