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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 | $81,293 | $81,643-0.4% | $70,462+15.4% | $158,950-48.9% |
| Participation rate | 33.3% | 77.7%-44.4pp | 75.1%-41.7pp | 82.0%-48.6pp |
| Annual return | 3.49% | 208.51%-205.0pp | 109.08%-105.6pp | 302.91%-299.4pp |
| Employer contribution / active EE | $861 | $3,218-73.2% | $2,737-68.5% | $4,762-81.9% |
| Participant deferral / active EE | $1,652 | $4,555-63.7% | $3,710-55.5% | $5,983-72.4% |
| Admin fee / account holder | $25 | $6,194-99.6% | $3,845-99.3% | $11,248-99.8% |