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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 | $32,125 | $211,239-84.8% | $178,528-82.0% | $145,877-78.0% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 5.46% | 30.22%-24.8pp | 27.11%-21.6pp | 551.28%-545.8pp |
| Employer contribution / active EE | $1,467 | $4,570-67.9% | $3,950-62.9% | $4,663-68.5% |
| Participant deferral / active EE | $4,033 | $6,963-42.1% | $6,278-35.8% | $6,691-39.7% |
| Admin fee / account holder | $20 | $12,095-99.8% | $10,419-99.8% | $13,402-99.9% |