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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 | $36,793 | $106,280-65.4% | $96,538-61.9% | $139,487-73.6% |
| Participation rate | 60.9% | 77.8%-17.0pp | 74.3%-13.5pp | 80.3%-19.5pp |
| Annual return | 9.24% | 38.48%-29.2pp | 35.74%-26.5pp | 373.84%-364.6pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,263 | $5,457-58.5% | $4,880-53.6% | $6,713-66.3% |
| Admin fee / account holder | $23 | $7,888-99.7% | $6,737-99.7% | $11,407-99.8% |