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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 | $39,632 | $111,814-64.6% | $103,378-61.7% | $145,978-72.9% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 8.97% | 24.80%-15.8pp | 24.91%-15.9pp | 550.52%-541.5pp |
| Employer contribution / active EE | $1,041 | $4,215-75.3% | $3,870-73.1% | $4,662-77.7% |
| Participant deferral / active EE | $1,552 | $5,618-72.4% | $5,058-69.3% | $6,690-76.8% |
| Admin fee / account holder | $16 | $9,764-99.8% | $8,401-99.8% | $13,400-99.9% |