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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 | $37,539 | $183,539-79.5% | $155,556-75.9% | $145,897-74.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 4.84% | 61.31%-56.5pp | 64.84%-60.0pp | 552.29%-547.5pp |
| Employer contribution / active EE | $5,555 | $5,315+4.5% | $4,675+18.8% | $4,663+19.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $128 | $19,275-99.3% | $15,885-99.2% | $13,390-99.0% |