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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 | $76,697 | $227,597-66.3% | $189,575-59.5% | $167,536-54.2% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.4%-22.9pp | 82.1%-26.6pp |
| Annual return | 0.62% | 78.44%-77.8pp | 64.19%-63.6pp | 478.82%-478.2pp |
| Employer contribution / active EE | $1,578 | $5,316-70.3% | $4,412-64.2% | $4,839-67.4% |
| Participant deferral / active EE | $11,556 | $7,002+65.0% | $6,174+87.2% | $6,342+82.2% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |