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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 | $38,220 | $211,288-81.9% | $178,540-78.6% | $145,884-73.8% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 4.03% | 30.27%-26.2pp | 27.15%-23.1pp | 551.85%-547.8pp |
| Employer contribution / active EE | $1,128 | $4,574-75.3% | $3,953-71.5% | $4,662-75.8% |
| Participant deferral / active EE | $8,900 | $6,967+27.8% | $6,281+41.7% | $6,690+33.0% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |