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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 | $37,004 | $154,754-76.1% | $124,206-70.2% | $138,895-73.4% |
| Participation rate | 22.2% | 75.5%-53.3pp | 69.6%-47.4pp | 79.9%-57.7pp |
| Annual return | 5.99% | 709.28%-703.3pp | 515.27%-509.3pp | 145.39%-139.4pp |
| Employer contribution / active EE | $1,345 | $4,446-69.7% | $3,540-62.0% | $4,194-67.9% |
| Participant deferral / active EE | $3,167 | $4,621-31.5% | $3,968-20.2% | $6,396-50.5% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |