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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 | $25,815 | $157,304-83.6% | $141,197-81.7% | $152,909-83.1% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.5%-18.8pp |
| Annual return | 10.69% | 64.34%-53.6pp | 71.41%-60.7pp | 345.46%-334.8pp |
| Employer contribution / active EE | $1,992 | $5,263-62.1% | $4,736-57.9% | $4,764-58.2% |
| Participant deferral / active EE | $7,942 | $7,111+11.7% | $6,710+18.4% | $5,851+35.7% |
| Admin fee / account holder | $221 | $12,126-98.2% | $10,265-97.8% | $11,601-98.1% |