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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 | $52,014 | $101,063-48.5% | $81,473-36.2% | $147,586-64.8% |
| Participation rate | 57.1% | 74.5%-17.3pp | 68.0%-10.8pp | 82.8%-25.7pp |
| Annual return | 5.31% | 32.41%-27.1pp | 38.78%-33.5pp | 578.59%-573.3pp |
| Employer contribution / active EE | $630 | $3,206-80.4% | $2,568-75.5% | $4,876-87.1% |
| Participant deferral / active EE | $700 | $4,242-83.5% | $3,537-80.2% | $5,439-87.1% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |