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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 | $34,718 | $105,145-67.0% | $94,664-63.3% | $139,466-75.1% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 9.67% | 38.09%-28.4pp | 156.84%-147.2pp | 373.66%-364.0pp |
| Employer contribution / active EE | $3,370 | $4,107-18.0% | $3,673-8.3% | $4,754-29.1% |
| Participant deferral / active EE | $4,305 | $7,599-43.3% | $7,417-42.0% | $6,712-35.9% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |