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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 | $95,574 | $162,136-41.1% | $152,301-37.2% | $154,746-38.2% |
| Participation rate | 40.0% | 84.1%-44.1pp | 82.4%-42.4pp | 80.7%-40.7pp |
| Annual return | 10.47% | 91.02%-80.6pp | 80.50%-70.0pp | 172.34%-161.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,609 | $8,341-56.7% | $8,004-54.9% | $6,730-46.4% |
| Admin fee / account holder | $169 | $15,759-98.9% | $14,398-98.8% | $14,365-98.8% |