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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 | $17,407 | $183,516-90.5% | $155,534-88.8% | $145,884-88.1% |
| Participation rate | 61.5% | 82.7%-21.2pp | 78.2%-16.7pp | 80.3%-18.8pp |
| Annual return | 3.90% | 61.43%-57.5pp | 64.92%-61.0pp | 551.85%-547.9pp |
| Employer contribution / active EE | $1,197 | $5,315-77.5% | $4,675-74.4% | $4,662-74.3% |
| Participant deferral / active EE | $2,308 | $6,467-64.3% | $5,630-59.0% | $6,690-65.5% |
| Admin fee / account holder | $154 | $19,293-99.2% | $15,900-99.0% | $13,392-98.8% |