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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 | $62,466 | $103,000-39.4% | $90,300-30.8% | $152,885-59.1% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 6.19% | 95.19%-89.0pp | 78.11%-71.9pp | 345.39%-339.2pp |
| Employer contribution / active EE | $1,483 | $3,138-52.7% | $2,854-48.0% | $4,763-68.9% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $94 | $6,173-98.5% | $5,353-98.3% | $11,598-99.2% |