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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 | $20,036 | $160,040-87.5% | $147,096-86.4% | $145,877-86.3% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 5.64% | 98.49%-92.9pp | 419.75%-414.1pp | 551.28%-545.6pp |
| Employer contribution / active EE | $4,409 | $5,289-16.6% | $4,936-10.7% | $4,663-5.4% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $47 | $15,050-99.7% | $13,005-99.6% | $13,402-99.6% |