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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 | $22,820 | $183,539-87.6% | $155,556-85.3% | $145,897-84.4% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 5.95% | 61.31%-55.4pp | 64.84%-58.9pp | 552.29%-546.3pp |
| Employer contribution / active EE | $1,223 | $5,315-77.0% | $4,675-73.8% | $4,663-73.8% |
| Participant deferral / active EE | $8,714 | $6,467+34.8% | $5,631+54.8% | $6,689+30.3% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |