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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 | $32,590 | $159,978-79.6% | $147,041-77.8% | $145,978-77.7% |
| Participation rate | 30.8% | 84.0%-53.2pp | 82.2%-51.4pp | 80.3%-49.5pp |
| Annual return | 7.44% | 98.36%-90.9pp | 419.21%-411.8pp | 550.52%-543.1pp |
| Employer contribution / active EE | $3,311 | $5,288-37.4% | $4,935-32.9% | $4,662-29.0% |
| Participant deferral / active EE | $4,849 | $8,429-42.5% | $8,071-39.9% | $6,690-27.5% |
| Admin fee / account holder | $25 | $15,053-99.8% | $13,006-99.8% | $13,400-99.8% |