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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 | $39,188 | $111,814-65.0% | $103,378-62.1% | $145,978-73.2% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 0.22% | 24.80%-24.6pp | 24.91%-24.7pp | 550.52%-550.3pp |
| Employer contribution / active EE | $1,290 | $4,215-69.4% | $3,870-66.7% | $4,662-72.3% |
| Participant deferral / active EE | $1,920 | $5,618-65.8% | $5,058-62.0% | $6,690-71.3% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |