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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 | $32,978 | $183,539-82.0% | $155,556-78.8% | $145,897-77.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 5.81% | 61.31%-55.5pp | 64.84%-59.0pp | 552.29%-546.5pp |
| Employer contribution / active EE | $2,259 | $5,315-57.5% | $4,675-51.7% | $4,663-51.6% |
| Participant deferral / active EE | $8,221 | $6,467+27.1% | $5,631+46.0% | $6,689+22.9% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |