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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 | $37,987 | $162,812-76.7% | $133,971-71.6% | $158,966-76.1% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 3.23% | 41.94%-38.7pp | 45.09%-41.9pp | 302.95%-299.7pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,652 | $5,910+12.6% | $5,047+31.8% | $5,983+11.2% |
| Admin fee / account holder | $101 | $11,741-99.1% | $8,929-98.9% | $11,250-99.1% |